Our Wealth Management services focus on assisting our clients with the accumulation and conservation of their resources to accomplish ongoing objectives. These objectives typically change over time and it is critical to review them to ensure they are being adequately satisfied.
We will determine your resources and objectives so you have money to meet your needs later. We will formulate a plan and asset allocation model to meet those objectives. We will continue to monitor your performance as time marches and adjust accordingly.
Retirement Plan Design:
Whether it be a 401(k), IRA or other plan, we will assist you and/or your business with setting up the best plan to suit your needs.
Our services include an evaluation of estate assets and tax implications while also making recommendations to maximize retention of those assets.
If you have children, our planning will not overlook them as we will determine the needs required and the means necessary to provide funds for education.
Business Succession Planning:
Transitioning your business to others is a challenging task. We will develop a strategy and plan for you to logically pass your business to future generations or key personnel.
Life Insurance Planning:
Insurance planning remains a vital element for wealth management planning. We will evaluate current coverage, coordinate with your overall plan, and quantify any needs required to provide sufficient liquidity when needed.
Please call our office at (682) 597-6680 for any questions.