Services
How We Work
Our fiduciary wealth management firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
UNDERSTANDING
YOUR FAMILY
- Define your family’s values and objectives
- Identify urgent financial needs
- Establish an organized financial binder
DEVELOPING
YOUR PLAN
- Outline your ideal lifestyle
- Identify income sources
- Put your financial plan into action
- Implement MoneyGuide Pro plan and financial strategy
MANAGING YOUR WEALTH
& INVESTMENTS
- Comprehensive portfolio review
- Customized investment solutions
- Third party investment managers
- Cash management options
PERSONAL BANKING &
LIABILITY SOLUTIONS
- Optimize your liabilities with our professional analysis.
- Benefit from a full range of banking services:
- Securities-backed
lines of credit, - Home mortgages,
- Credit cards, and
- Small business financing options
- Securities-backed
COMPANY BENEFITS &
RETIREMENT PLANS
- Evaluate & Analyze current retirement plans
- Customized strategies for executive stock compensation
- Navigate and assist corporate benefits
- Strategies for concentrated equity positions
RETIREMENT INCOME
SOLUTIONS
- Blueprint tax-efficient income streams
- Use life-stage spending approaches
- Manage Required Minimum Distributions
- Specialized Social Security & Medicare assistance
- Project and design your spending plan.
PROTECTION OF YOUR
ASSETS & INSURANCE
- Assessment and analysis of coverage needs with a policy review
- Life & Disability insurance considerations
- Long Term Care
- Implement wealth preservation strategies.
PHILANTHROPY &
LEGACY PLANNING
- Review of account titling & beneficiaries
- Develop estate and wealth transfer plans.
- Effective philanthropic and giving strategies
- Donor Advised Fund solutions
ADVANCED ESTATE &
FINANCIAL PLANNING
- Creative business succession planning
- Generational planning
- Streamline your life with our management services
- Educational planning solutions
COORDINATING WITH
CPA & ESTATE PLANNING
ATTORNEY
- Joint meetings with CPA and Attorney
- Maintain open lines of communication
- Examine legacy documents and tax returns
- Implement effective tax management strategies
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
chris@saltpointcp.com | (612) 746-7018