You’ve Saved For The Future, But Are Your Assets Aligned With Your Plans?
Why do you need an independent financial advisor?
You’ve spent a lifetime setting aside money for the future. But are there pieces of your financial plan that you’ve missed?
- Are your assets poised to navigate the uncertain economic climate?
- When do you expect to start withdrawing from your retirement accounts?
- How would you like to divide your assets if something happens to you?
- Are you looking to maximize assets and minimize taxes?
Watching your investment accounts grow can make you feel like you have your retirement figured out. But just because your investment manager can grow your portfolio doesn’t mean they are qualified to plan for your future. Have you thought about what happens when you start to draw from these accounts? What about tax consequences? 75% of Americans believe estate planning is a confusing topic. But over a quarter of people surveyed know of families who have been torn apart by little to no investment planning.
Let’s create a plan that protects your future.
Services
Wealth Management
Because we are an independent investment firm, we can research assets and funds without being tied to one set of choices. We use strategies based on the future you imagine for you and your family. We’ll position your assets so that you’ll achieve your retirement goals.
Tax Analysis
The two common retirement accounts that allow people to minimize their tax bills are tax-deferred and tax-exempt accounts. What account does the most for your portfolio? Our expertise includes staff that have worked at the IRS and investment managers with over 40 years of experience.
Estate Planning
Over 70% of Americans say having a well thought out estate plan would help them feel like a good spouse or parent. Reviewing your legal documents to make sure they match your plan is what makes our firm unique.