If you have acquired significant savings of at least $50,000 or more, you are already financially savvy. However, to make the most of that money, protect it, and increase it, you should seek the advice of a professional financial advisor. Just because you’ve been doing it yourself doesn’t mean you’re doing it well. Do-it-yourself financial planning is time-consuming, can be confusing, and may deliver less-than-stellar results. If it’s important to you, treat it that way. Hire a professional wealth management advisor and not only will your money work harder, you’ll gain peace of mind about your future.
We work with you to navigate the world of money management, from taxes all the way up to retirement. Financial Advisors do not all fit the same mold; some specialize in specific areas, while others offer a plethora of services.
A wealth manager’s role is far more comprehensive than just offering you portfolio advice.
Our wealth managers personalize your plan to your individual situation.
Our wealth management advisors are experienced in financial planning and can help you create and follow a plan specific to your personal goals.
The overall goal of wealth management is to grow and preserve wealth over the long term.
We have clients in the following states:
A wealth manager’s role is far more comprehensive than just offering you portfolio advice. Our financial professionals offer a wide variety of services that include all aspects of your financial picture, including both investment management and financial planning, as well as accounting and tax services, retirement planning, estate planning and more.
Our wealth managers personalize your plan to your individual situation. Every client has specific and very different financial goals. With Retirement Planning Group, you will work with a dedicated wealth manager who will understand your personal situation and specific goals. Wealth management advisors can help guide you through the following financial areas:
On top of all of the services listed above, a wealth manager may also serve as your point of contact, coordinating communications and relationships with financial experts and any other advisors, such as an attorney or an accountant.
If you are in need of a wealth management advisor now or in the near future, contact The Retirement Planning Group today to schedule an appointment with one of their professionals.
Our wealth management advisors are experienced in financial planning and can help you create and follow a plan specific to your personal goals. This plan will fit your lifestyle and your individual comfort level when it comes to risk vs. reward. They can help you answer the difficult questions in life like “How can I minimize my taxes?” or “Do I have enough money to retire?”.
The overall goal of wealth management is to grow and preserve wealth over the long term. Wealth management combines several areas of financial services (investment, tax strategies, retirement planning, etc.) into a single package that encompasses all of your financial goals. Wealth management specifically focuses on the management of relationships between all of the people who affect your financial decisions (lawyers, accountants, insurance agents, etc.).
A wealth manager is not someone you meet once and never see again. Our wealth managers will be there to guide you every step of the way. Your advisor will create a personalized strategy based on your life, your goals, and your dreams.
If you’re looking for a wealth management advisor, it’s also beneficial to ask friends and family for recommendations. Furthermore, check with people you know personally who have similar financial needs to see who they are using and if they are happy with the wealth management services they provide. Once you have good recommendations, do your homework. Research them online, make sure their values are in line with yours, check their credentials, and even call to speak to someone to see how you like their customer service.