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Personal Strategies

Strategies for Personal Wealth Management

A successful wealth management strategy is one that provides for you and your family today and preserves for future generations. To achieve this success, a financial strategy must be comprehensive. That's why we work with your attorney, trustee, accountant, and other professionals necessary to create a customized strategy that considers your wealth management needs.

Depending on your stage of life and types of concerns, we can help you find the appropriate strategies to issues like funding for education or retirement, preserving your assets and your family, and organizing your estate. 




Wealth Accumulation

Portfolio Building – Through asset allocation, we can help develop an investment strategy that balances potential risk and return by diversifying your assets across several investment categories. We'll take into account your risk tolerance, liquidity needs, as well as your short and long-term goals.

Retirement Planning – If you are planning for a secure retirement, we can help you evaluate your existing plans: pensions, 401(k)’s, IRAs and annuities. 

Education Funding – We can help you choose the appropriate savings and investment vehicles, as well as appropriate plans available for financing an education goal.

Wealth Protection

Survivorship Protection – We can help you develop a strategy using life insurance to provide the income your heirs will need to maintain their way of life.

Asset Protection – We can recommend ways to preserve your hard-earned retirement savings and your independent lifestyle, should you or your spouse need long term care assistance.

Disability Insurance Protection – Often overlooked is the need to protect one’s current income stream and future earnings in the event of a disability. We can help you preserve your earnings from such an event.

Long-Term Care Insurance – We can help preserve your assets from the rising costs of long term care that can affect your financial future and that of your loved ones.

Wealth Distribution

Trust and Estate Planning – With an effective strategy, you can control your assets according to your wishes and seek the effective management of your affairs should you become incapacitated. We can also develop a charitable or family gifting strategies to pass along your wealth. Based on your individual situation, we can recommend techniques for approaching these ideas.

Contact one of our advisors and let’s get started today.

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