1st Pillar: Wealth Management

Strategies weigh each client’s goals and risk tolerance while addressing investment needs

Strategies weigh each client’s goals and risk tolerance while addressing investment needs

Wealth management strategies weigh each client’s goals and risk tolerance while addressing investment needs. It is only a piece of the financial planning process, but it forms one of the 7 Pillars cemented into a single foundation.

The parts of this pillar include:

Retirement Needs Analysis

Assessing your current assets and investments to determine what it will take to maintain the retirement lifestyle you envision.

Retirement and Income Maximization Strategies

Building assets and sources of income with the goal to efficiently draw maximum income later.

Assets to Income Strategies

Turning on income streams to balance income and tax liabilities, and leave a legacy if desired.

Contribution Strategies

Changing the way you contribute to short and long-term accounts to get the best outcome for you or your business.

Rollover Options

Educating on pros and cons of moving retirement funds to another plan with more investment options, offering advice or actively managed strategies, converting it to income at the right time, or simply keeping it as it is.

Ongoing Investment Management

Reviewing account performance, objectives, and adjusting strategies as needed.

Ask about other wealth management services, such as:

Social Security & Medicare Planning   |   RMD Strategies   |   Portfolio Stress Testing   |   Portfolio Review   |   Market Research   |   Asset Allocation Selection   |   Dollar-Cost Averaging   |   Rebalancing Strategies   |   Risk Tolerance Assessment   |   Investment Policy Statement   |   Socially Responsible Investing Strategies   |   Real Estate Acquisition/Disposition Impact   |   College Costs and Inflation Analysis   |   College Funding and Contribution Strategies   |   Employer Benefits Review   |   Employee Benefits Planning   |   Business Exit Strategies