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8 Wealth Management Issues

We have found that there are 8 Wealth Management Issues that impact our clients and their families. Each acts like a balancing scale—as you adjust one issue, it affects the others. Through financial planning, we help you assess economic needs, set goals and strengthen your financial future.

THE BIG VALUE: all 8 of these issues have a tax consequence. Working with us will help you understand the consequences and plan accordingly.

Investment Management

Let us help you understand and manage three risks you face as an investor:

  • Improper allocation (not having money invested in the right pieces of the pie)
  • Regular rebalancing to ensure proper allocation
  • Over concentration (owning too much of the same thing)

Family Risk Management

Insurance planning. Regular reviews of your current coverage helps identify gaps or new risks.

Cash Flow & Debt Management

We can help you formulate a reasonable plan to reduce debt and manage cash flow to help reach your financial and life goals.

Retirement Planning

The best chance of building and protecting your financial future comes from proper planning and regular monitoring.

Education Planning

We can recommend various options to help fund education for your children, grandchildren, other family members or even yourself.

Business Planning

Add us to your business team.

Our menu of business services includes: financial statements, payroll, review and implementation of budget cash flow, hiring compensations, introductions to local resources (bankers, attorneys, property and liability insurance providers, realtors), even negotiation of work contracts. The goal of business planning is to help you keep as much money as possible and guide you on what to do with it once you earn it.

Legacy Planning

Be sure to have current estate documents in place, including a will, a health care directive and a durable power of attorney. We can work with you through this.

Special Planning

The right financial plan lets you face any financial challenge with confidence. Caring for an ill parent, paying unexpected medical expenses, remodeling your home or purchasing a new car… We can assist you as you navigate life’s surprises.

Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.