Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. Using a consultative process, the advisor gleans information about the client’s wants and specific situation, and then tailors a personalized
strategy that uses a range of financial products and services.
Investment Managment includes devising a short- or long-term strategy for acquiring and disposing of portfolio holdings.
Business Transition Planning
Business transition planning is a business strategy. It is all about creating, harvesting, and preserving the value of the business during a successful transition. A successful business transition planning strategy will focus on three goals:
● Maximize the value of the business
● Ensure the business owner is personally and financially prepared for the transition
● Make certain the owner has planned for the next chapter of their life
Learning the basics of your 401k or IRA how the program works. Understand if you are receiving a match from company or employer. How much to contribute understand gains and risks make sure every dollar going out is getting the best return
1614B Lancaster Ave,