Our services and strategies focus on providing tax-efficient retirement solutions and investments to assist you in reaching your goal of “financial independence.” Our comprehensive services and financial plans are designed for each individual client with the following emphasis: Portfolio Investment Management: We design a portfolio unique to your circumstances in order to match your investment goals emphasizing diversification and risk management.
Income Tax Planning: We use the latest in tax planning strategies to help our client's keep more in their pockets; and less in Uncle Sam's.
Retirement Income Planning: Our goal is to provide our clients with income that increases over time while protecting your principal.
Estate & Legacy Planning: Strategies that help you structure a meaningful distribution of your assets in the manner you desire. We assist you in developing a legacy for your family (or charities) that supports your value system in a positive and meaningful way.
Empowering You to Achieve Financial Independence:
- Mathematically design your portfolio to protect your principle from loss, maximize income for the rest of your life and ensure the principle is passed on to heirs.
- Gain new insights into how to truly protect your 401(k)/403(b) assets from market volatility.
- Discover how to tap into your 401(k)/403(b) assets without triggering taxes or penalties
- Grow your assets and limit market risk
- Learn about safe college planning strategies
- Balance your tax deferred investments in concert with tax-free investments for greater tax savings and retirement income
- Turn existing IRAs into income tax-free accounts
- Avoid taking your required minimum distributions (RMD) - even if you’re older than 70½
- Save thousands of dollars in interest payments and pay off your mortgage five, 10, even 15+ years early
- Avoid common IRA owner mistakes while maximizing your IRA distributions for you and your loved ones
Developing a Comprehensive Financial Planning Relationship
As most families or individuals accumulate assets and wealth, they do so in “pieces”. This process typically results in a fragmented financial plan. Over time, you have many professionals doing different things with your “pieces”. As such, these individuals may move on to other careers or pursuits and are replaced with other professionals whom you don’t really know and that are not fully in-tune with your specific circumstances. But more importantly, these individuals are only interested in their specific “piece” and see their piece with tunnel vision … only interested in their specific area of expertise.
As a result, you end up with disjointed “pieces” that do not fit together. At Asset Protection Wealth Management, we look at all your financial “pieces” and show you how they work together to create a solid financial strategy and retirement plan. More importantly, we show you how these pieces can be protected and optimized by working in concert with each other to achieve financial independence.