building wealth: SAVING AND GROWING

What does pre-retirement planning mean? It means that you’re financially prepared to lead the lifestyle of your dreams while keeping the long-term view in mind. It ensures that your avoiding costly mistakes and doing the best you can to put your money to work for you. The process involves planning to grow your wealth, while managing your current expenses. It’s a balancing act. We can help.


Services for people building wealth include:

  • Matching goals with financial realities
  • Saving maximization strategies
  • Investment account selection (Traditional vs. Roth IRA, 401(k), SIMPLE, SEP, Brokerage, Trust, etc.)
  • Tax-efficient investment strategies
  • Educational cost planning
  • Risk management (selecting the right insurance to protect what matters most)
  • Company benefit selection and utilization
  • Debt management (help choosing the right loans, mortgages, etc.)
  • Charitable gifting strategies