WEALTH services

wealth services

WEALTH SERVICES

  •         Retirement Planning
  •         Investment Management
  •         Financial Planning
  •         Income Planning
  •         Education Planning
  •         IRA & 401K Rollovers
  •         Estate Planning
  •         Retirement Planning
  •         Investment Management
  •         Financial Planning
  •         Income Planning
  •         Education Planning
  •         IRA & 401K Rollovers
  •         Estate Planning
  •         Legacy Planning
  •         Charitable Giving
  •         Life Insurance
  •         Long Term Care
  •         Social Security Planning
  •         Medicare Planning

 

  •         Legacy Planning
  •         Charitable Giving
  •         Life Insurance
  •         Long Term Care
  •         Social Security Planning
  •         Medicare Planning
  •  

    LEGACY PLANNING

    We take the time to prepare for the process of passing along your assets to your beneficiaries. We are very experienced and knowledgeable and will help you accomplish this in the most tax efficient way.

    RETIREMENT QUESTIONS

    No one plan or strategy is right for everyone. Everyone is unique. We take the time to thoroughly review a client’s situation and desired outcomes.

    There are many different roads one can take to secure a financial future as a retiree. Questions that you should ask yourself include:

    •         Will you be able to maintain your current way of living?
    •         What is your current financial situation?
    •         Are your investments allocated properly?
    •         Will your money last you as long as you need it?
    •         Do you have estate planning needs?
    •         Are there adequate assets to take care of your survivors?
    •         Have you planned for your assets to transfer to your beneficiaries properly, while minimizing their tax burden?
    •         Do you have enough life insurance coverage?
    •         Have you considered the impact of long term care insurance?
    •         Do you understand how a surviving spouse’s income may decrease dramatically?
    There is just too much riding on each of these answers and we specialize in assisting our clients by designing personalized retirement strategies designed specifically to solve each of these concerns.

    Client Experience

    •         A personal relationship that allows for questions, concerns or planning needs to be discussed openly.
    •         Quick responses to their calls, emails and messages.
    •         The ability to schedule an in-person meeting or office appointment at any time they need it.
    •         Ability to make changes to their plans, with our guidance and support.
    •         Ongoing monitoring and oversight of their accounts.
    •         Online account access and the ability and consolidation of their accounts in one place.
    •         Regular account and policy reviews with up-to-date account information and performance.
    •         Account servicing such as RMD processing, withdrawals or beneficiary changes.
    •         All service requests handled in a timely manner.
    •         Educational event opportunities and social activities throughout the year.
    •         Special workshops that focus on retirement needs.
    •         Financial concepts, strategies and topics explained in language that is easy to understand.
    •         Their privacy and personal information fully protected.
    •         They will be treated, at all times, in a respectful, courteous and kind manner.

    TLC WEALTH: 1-800-719-3751