Addressing Your Wealth Needs

Most of us work over 90,000 hours in our careers with the goal of achieving a comfortable retirement and financial freedom.  Building and preserving wealth can be sidetracked by legal and tax complications and emotional reactions to short-term events and results. Our services are intended to help you build a roadmap to remove or address the obstacles and meet your definition of success. We will work with you every step of the way to help you achieve your long-term goals sustainably, over time.

Wealth Enhancement

This process can be key to creating and maintaining your financial comfort.  It can include:

  • Managing resources and your portfolio
  • Tax planning and tax efficiency issues
  • Personal Savings
  • Simplifying and organizing your financial life
  • Education funding
  • Social Security strategies
  • Avoiding IRA tax traps
  • Making timely decisions on Medicare choices
  • Gifting strategies to pass wealth down to the next generation

Wealth and Income Preservation

We work to ensure that your wealth is protected against catastrophic losses, an extended illness or disability and identity fraud.  Business owners might also want to consider strategies to protect their wealth and the value of their businesses.

Wealth Transfer

Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family.  Is also can reduce or prevent much of the stress that so often occurs when heirs attempt to sort out  family member's estate.

Charitable Giving

We help you fulfull any philanthropic goals you might have and maximize the effectiveness of you charitable legacy.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck