Take the Quiz now!
The snowbird lifestyle is financially complex.
Is your financial planning team using this complexity to YOUR best advantage?
Key Planning Goals for Snowbirds:
✔️Getting more out of your advisors and experts through improved collaboration
✔️Integrating tax planning with multiple residences, estate planning, and wealth management
✔️Trying to tilt the playing field towards proactive wealth planning and away from “after the fact”, reactive advice