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Self-employment often can mean a variable monthly income where income comes in at different times of the month and in varying amounts.
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Trusts offer a way to leave a legacy, protecting assets while avoiding the costs of probate, as part of your estate planning.
When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile, and experience
Get access to our helpful retirement kit which includes several guides that address topics you should consider when planning your retirement.
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© 2023 Naples Wealth Planning, LLC (NWP). All rights reserved. Imprint Wealth, LLC (IW) d/b/a Naples Wealth Planning, LLC (NWP) is a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission (SEC) and headquartered in Mount Pleasant, SC and Naples, FL.
NWP offers Securities and Brokerage Services through Cape Securities, Inc. and American Global Wealth Management, Inc. (AGW) Member (FINRA/SIPC/ MSRB) and headquartered in McDonough, GA. Insurance products and services are offered through affiliate Naples Insurance Strategies, LLC, (NIS) and Avanti Insurance Solutions (AIS) Naples, FL. NWP does not provide tax or legal advice.