ag-consult – BrookHaven Integrated Wealth Strategies

We look forward to serving you with diligence and commitment. If you would like to speak with a founder to explore whether we’re the right team for you, please provide us with the information requested below to schedule your call.

Name(Required)

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Which of the following planning objectives do you value in your planning?

Tax Savings(Required)

Mitigate what you pay in taxes through proactive planning.

Asset Protection(Required)

Protect what you have earned by creating firewalls around your wealth.

Estate Planning(Required)

Ensure what you leave behind is managed in the way you desire.

Privacy(Required)

Mitigating threats by keeping what you’ve earned out of the public eye.

Investment Strategies(Required)

Wealth advisory services built around your situation, risk profile, and timeline.

Charitable Planning(Required)

Contributing to a cause you care about in a way that is aligned with your goals or building your own non-profit as a family legacy.

Insurance Planning(Required)

Ensure your family has adequate funds at your passing through tailored life insurance solutions.

Are you a farm owner?(Required)

How many acres of farmland do you own?

What is your estimated revenue for this year?

To ensure our call is tailored to your needs, please briefly describe your current situation and planning goals.

Are you willing to invest in the preservation and protection of your legacy?(Required)

Is there anyone else that needs to join our call?(Required)

Please make sure all decision-makers are on the call.

How did you hear about us?(Required)

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