CWS Announcement

In March of 2012, Shelly Dodge received her designation as a Certified Wealth Strategist from Cannon Financial Institute.  She was among the first 2,000 financial professionals who completed this thorough study of the issues surrounding effective wealth management.  This allows her to comprehensively address wealth management needs of clients.  With this designation, she is now available to offer even more financial guidance to help client reach their individual wealth and investment goals through effective communication and advanced industry knowledge.

As a Certified Wealth Practitioner she is committed to helping you create and execute a comprehensive wealth strategy.  The CWS approach integrates a broad set of wealth management issues that are essential to grow, protect, and distribute your wealth.

Though each issue many not be applicable to you, the comprehensive set of issues will allow Shelly to work with you to uncover gaps which should be addressed and to apply strategies to improve your financial situation.

As a trusted investment professional, Shelly will comprehensively guide you through the critical wealth issues that pertain to your situation.  Upon recovering these issues, she will provide you with a recommended solution or a recommendation to meet with other specialists, including your tax and/or legal advisors.

Certified Wealth Strategist Goals:

HELPING CLIENTS TO:

  • Create and grow wealth
  • Protect and preserve wealth
  • Plan for the distribution of wealth during life in the most tax-advantaged way
  • Plan for the distribution of wealth at death in the most tax-advantaged way.

13 WEALTH MANAGEMENTS issues to address:

  1. Investment Issues
  2. Insurance Issues
  3. Liabilities Issues
  4. Qualified Retirement Plan/IRA Issues
  5. Stock Option Issues
  6. Business Succession Plan Issues
  7. Durable Power of Attorney Issues
  8. Gifting to Children/ Descendent Issues
  9. Charitable Gifting During Life Issues
  10. Titling of Assets Issues
  11. Executor/Trustee Issues
  12. Distribution of Wealth at Death Issues
  13. Charitable Inclinations at Death Issues

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