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Creating True Wealth and Financial Freedom!
You're personal situation is unique. This is no time for cookie-cutter band-aids promoted by every Tom, Dick or Harry who calls himself an adviser or writes in journals or entertains you on TV or radio. Although there is a place for those people, and the foundation of good finances can be universal, the route to get there may be as unique as you. Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
We help you...
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Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
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Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
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Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
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Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
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Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.
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For additional information and resources visit CPAdvanced Wealth Creations
and also
The Family Retirement Plan
Importance of Planning For Retirement
Is Your Retirement Income Guaranteed?
Financial Independence at Retirement
How's that 401k working out for You?
Approximate Undergraduate Costs
We have the starting place for those serious about reducing college costs
Estate Shrinkage Profiles
Ask me about my Do-It-Yourself Debt Reduction Program.
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