Receiving & Transferring Wealth
Working directly with you and your financial planning team, Hurley & Associates is ready to help you adeptly manuever the muddy waters of receiving and transferring wealth. From $25 to $136 trillion estimated dollars will pass from the hands of American adults 50 years and older within the next thirty five years. We exist to maximize financial impact while minimizing tax losses. With over thirty-five years of experience in successful money management, Hurley & Associates is ready to tackle the ever-changing tax laws, expanding world of investments, and growing interest in philanthropy and charitable giving with your goals and expectations firmly in focus.
It is never too early to start planning for the future. There is never too little to begin having your money make money for you. We are ready to answer your questions and concerns so call today!
Need More Information?
Oppenheimer Funds, one of the many providers we consider when evaluating your goals and expectations, has provided an exceptional resource for gathering more information concerning wealth management. We invite you to expore the intricacies of wealth management. If you have any questions, we are available at 530.223.2704! To head on over there, click here! (It opens in a new window)
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