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Charitable Gifting Strategies

Charitable Gifting Strategies

Incorporating charitable giving into a financial plan is one of the most rewarding aspects we can help our clients achieve. We like to refer to these conversations as part of our “Giving Box” strategy planning. By having a meaningful discussion about charitable giving patterns and goals, we may be able to help uncover ways to enhance the benefit(s) of your gifts through various methods

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July 24, 2020
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Investment Advisory Services Offered Through Resolute Wealth Advisor, Inc., A Registered Investment Adviser.

Resolute Wealth Advisor, Inc. and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Resolute Wealth Advisor, Inc. maintains clients. Resolute Wealth Advisor, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Resolute Wealth Advisor, Inc.’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Resolute Wealth Advisor, Inc.’s website on the Internet should not be construed by any consumer and/or prospective client as Resolute Wealth Advisor, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Resolute Wealth Advisor, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Resolute Wealth Advisor, Inc., please contact the SEC, FINRA or the state securities regulators for those states in which Resolute Wealth Advisor, Inc. maintains a filing. A copy of Resolute Wealth Advisor, Inc.’s current written disclosure statement discussing Resolute Wealth Advisor, Inc.’s business operations, service, and fees is available from Resolute Wealth Advisor, Inc. upon written request. Resolute Wealth Advisor, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Resolute Wealth Advisor, Inc.’s website or Incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (Including the investments and/or investment strategies recommended or undertaken by Resolute Wealth Advisor, Inc.) made reference to directly or indirectly by Resolute Wealth Advisor, Inc. in its website, or indirectly by a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Certain portions of Resolute Wealth Advisor, Inc.’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Resolute Wealth Advisor, Inc.’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Resolute Wealth Advisor, Inc., or form any other investment professional. Resolute Wealth Advisor, Inc. is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. 

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