5768 Putnam Drive
Every client has their own individual financial goals and objectives and how they measure financial success. It is apparent that everyone will experience at one point in time during their life an array of these wealth management issues or challenges.
The 13 Wealth Management Issues provide us with a roadmap in evaluating your financial needs and addressing these potential issues / challenges while creating an integrated wealth plan. It’s our goal to have a thorough understanding of our clients overall financial picture and intentions so that we can assist them to pursue the financial wealth success that they earned. It’s the anticipating and understanding that these challenges do exist, arise, and how they interact during the various stages of your life is critical to effective wealth management.
As you financial advocate, we take the time to understand what you want out of life and how you feel about your wealth. Through our comprehensive approach we can incorporate any changes that need to occur in your financial strategy allowing you to make good decisions for you and your family.
At SWC we are passionately committed to our clients, so whatever your goals are, we take a considerable amount of time learning and understanding your priorities, beliefs, family dynamics, your risk tolerance, and goals. We build around character not just around account balances.
1. Investment Planning
2. Insurance Planning & Risk Management
3. Banking & Credit Management
4. Retirement Planning
5. Executive Compensation
6. Business Succession Planning
7. Planning for Incapacity
8. Education & Family Support
9. Charitable Giving
10. Titling & Beneficiary Designations
11. Executor / Trustee Selection
12. Issues Distribution of Estate
13. Tax Planning