Whether you have an established history of building your income and net worth or have just started accumulating assets, chances are good that managing your wealth can be more complex and demanding than your time and expertise permit. If you’re like most people, you probably participate in a retirement plan through work or self-employment. If you support a family, then you probably have life insurance as well as home and auto policies. You might have a stock portfolio that has been accumulating wealth or an IRA or two that you inherited but haven’t paid much attention to in years. In general, you are looking for a tax-efficient way to maximize what you have without too much risk.
Wealth management is a high-level professional service that provides an integrated approach to growing and preserving income and assets and plans out the most effective way to meet your goals.
Wealth management typically includes investment planning, financial planning, tax and accounting services, and retirement, legal, or estate planning under a single plan that both simplifies and organizes. Wealth management also takes into consideration the “what if situations” that happen to all of us.
While our goal is to develop a plan that meets your objectives we are available to assist you in coordinating with your other trusted advisors such as estate planning attorney, CPA, home and auto insurance agent, life insurance agent, and business consultant(s) if you own a business. If you don’t already have trusted advisors that you work with, we can recommend one or more professionals for you.
If you’re ready to get started, we’re here to help you every step of the way. Contact us to learn how we can partner to grow, protect and preserve your wealth.