Financial Life Management is about more than just keeping an eye on your assets, spending, investments, and tax strategies. It’s about uniting your wealth, your goals, and your whole self into one cohesive picture, integrating all areas of your physical life and your financial life into a clear, one-of-a-kind solution that reflects who you are on every level.
Telemus believes that Financial Life Management can go beyond taking care of yourself and your family, and is proud to help you transform your charitable giving. Telemus Charitable helps you design and implement a charitable giving strategy that maximizes the impact of every donated dollar, seizes tax opportunities that benefit you and society, and helps you build a financial legacy that you and your family can be proud of.
People want to give for many reasons: to share the blessings that we’ve been lucky enough to receive, to make our success mean more to ourselves and to others, to build up our communities or tear down barriers, or even just because we can. There are no wrong answers when it comes to why you choose to give, but there are ways you can make sure your donations have the impact that you and your charities of choice deserve.
So whether you want to mitigate upcoming tax events, plan for your family’s future, or build a charitable giving strategy that makes every dollar count, Telemus Charitable is here to help.
Click here to learn more about Telemus Charitable.
The information provided is general and educational in nature and should not be construed as personalized investment, tax, or insurance advice. You should consult with your own tax or insurance advisor regarding your personal situation. The statements contained herein are based solely upon the opinions of Kovitz Investment Group Partners, LLC (“Kovitz”) dba Telemus Capital. Telemus Capital is a division of Kovitz, a registered investment adviser with the Securities and Exchange Commission (SEC). All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Information was obtained from third party sources, which we believe to be reliable, however Telemus Capital cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Insurance and investment decisions should always be made based on the client’s specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk and cybersecurity risk. These risks are more fully described in Kovitz’s Firm Brochure (Part 2A of Form ADV), which is available upon request. Kovitz does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value. Advisory and Insurance services are only offered to clients or prospective clients where Kovitz and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Kovitz unless a client service agreement is in place.