1807 West Diehl Road
Wealth Management and Financial Planning services can encompass many different areas. When we engage in creating a financial plan, we will thoroughly understand your goals and circumstances. We will develop a plan that will address any of these areas:
Every client will have financial needs throughout their lifetime. Our team helps clients develop a plan to pursue their goals. Whether that plan is focused on retirement, income strategies, major goal planning, or other financial goals, we will help you develop a financial strategy, implement the financial plan and monitor your progress. Clients who engage in comprehensive financial planning have a better understanding where they are relative to their goals.
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Each client participates in the markets, whether it’s through an IRA, 401k, or general brokerage account. We can build custom investment portfolios, individually designed with the goal to help you pursue the things in life that are important to you. Understanding your risk tolerance and time horizon are part of our process in helping you choose the investments that suit your needs. Our investment management is focused on developing portfolios for long-term investing, while considering short-term needs.
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Life is unpredictable. There are risks that can create a heavy financial burden for clients and their families: a devastating health issue, disability, long-term care and premature death. Insurance is essential to any comprehensive financial plan. We help clients think about events that could have a major impact on the family finances. We have access to a wide variety of products to help reduce risk and can provide your family certainty during a major life event.
Many clients identify saving for education as a top priority for their family. An education saving strategy is tailored to each client’s goals and objectives. We work with clients to determine how much they need to save to meet their goals and which savings vehicle is best for their situation: 529 plans, Coverdell Education Savings Accounts, UTMAs and more.
Estate & Trust Planning
Proper estate and trust planning can help clients determine how their assets are distributed after clients have passed away, but it can also do more. A properly designed plan can take into account heath care directives, health and financial Powers of Attorney, protect heirs from losing inheritances, etc. We can help clients identify high priority needs and coordinate meetings with experienced estate attorneys.
One of items to consider when building wealth is to reduce tax liability. Reducing federal income tax liability is possible with the correct understanding of income or estate tax issues and costs involved. We can help clients identify areas where the potential to reduce taxes exists. We will work with your tax advisor to put our clients in a position to navigate the ever-changing complexities of the tax law.