Wealth Strategies

Your overall wealth is comprised of many different pieces: retirement plans, insurance policies, trusts, assets such as a house or a business, to name but a few. In a sense, it is like a jigsaw puzzle. And if the pieces are not put together in just the right way, the result is at best some gaping holes, at worst, a jumble of misaligned parts. In short, a mess.

At Goldinov & McCauley, we are dedicated to helping our clients put the pieces of their financial puzzle together seamlessly… no holes, no missed opportunities. To this end, we employ a wide range of sophisticated legal tools and strategies. We also employ a team approach. First, by forging a close relationship with you and your family, so that we gain a thorough understanding of your situation. Not just your financial situation, but also your outlook on life: your philosophy, your concerns, your values, and your hopes for the future.

Our collaborative approach doesn’t stop there, however. We will work closely with all of your existing representatives, fiduciaries, advisors, business partners, basically anyone whose opinion you value and respect. Over the years, we have seen that close collaboration is the best way to solve a client’s overall wealth management puzzle.

Ilene L. McCauley and Frederick H. Goldinov are licensed to practice law in the State of Arizona. The law firm of Goldinov & McCauley, PLC provides legal services for clients in the State of Arizona. The information provided on this website and our blog is general and educational in nature and should not be construed as legal or tax advice, nor does the use of the website create an attorney/client relationship. Laws of specific states or laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information which cannot take the place of one-on-one personal legal consultation and advice. Federal and state laws and regulations are complex and subject to change. No legal representation is created, and we make no warranties with regard to the information or results obtained by its use. Neither the authors nor anyone forwarding or reproducing this work shall have any liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this website or blog.