In just 4 meetings, I will help you create a plan to reduce financial stress and enjoy greater wealth and more retirement income.
Tax considerations are under-appreciated by most financial advisors. We analyze every client’s tax return and provide a user-friendly Tax Report so clients can better understand their taxes. Surevest wealth advisors use this information from the tax return to create projections, inform investment decisions and make tax minimization recommendations for the following year.
Estate planning is the process of:
We will work with you and your estate planning attorney (we can recommend one if needed) to make sure you leave a legacy of joy and empowerment… not confusion.
We setup a personal financial website for each client so you can see all your financial assets in one place. This includes all balances, transactions and documents for everything you own – not just the accounts you hold with us. Your complete financial picture will always be at your fingertips and updated every time you login. (Watch 2 minute demo below)
There are not many things that will make a bigger impact on your life than making good financial and investment decisions. I recognize that it’s not easy to find a competent team of people you trust.
That’s why I offer a free strategy session so you can get to know me and my team. We also offer a free analysis of your current investment portfolio.
You can also download our free retirement planning toolkit and read over 180 articles I’ve written in my blog, “Clear and concise financial advice” .