Financial and Retirement Planning

William A Lau & Co, Ltd. in Homewood, IL, aims to help clients reach their financial goals and independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, William A Lau & Co, Ltd. can ensure your portfolio will consider tax implications for an advantageous after-tax return. The road to retirement is long, and we can help you take the proper steps to reach your goals. 

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. William A Lau & Co, Ltd.’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan to disburse one’s estate to avoid complications and ensure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

Do you need a financial advisor to help with financial, retirement, or estate planning? Call us today at 708-957-4800 to schedule a consultation.