Our Services
How We Do What We Do
As part of our effort to ensure that we understand our clients’ tailored financial needs and can create their custom Retire Well Roadmap, we follow a disciplined process:
Income Planning
- Social Security Maximization
- Income & Expense Analysis
- Tax Plan
- Spousal Plan
- Longevity Protection
Investment Planning
- Assessing your Risk Tolerance
- Adjusting your Portfolio to Reduce Fees
- Volatility Control
- Evaluate Ways to Reduce Risk While Still Accomplishing your Goals
- Comprehensive Institutional Money Management
Tax Planning
- Assessing the Taxable Nature of your Current Holdings
- Stretch IRA Planning
- Strategizing Ways to Include Tax-Deferred or Tax-Free Money in your Plan
- Strategizing Which Tax Category to Draw Income from First to Reduce Tax Burdens
- Leverage your Qualified Money to Potentially Leave Tax-Free Dollars to your Beneficiaries
Estate & Legacy Planning
- Maximize your Estate and Income Tax Planning Opportunities
- Protect any Assets in Trust and Ensure they are Distributed Probate-Free to your Beneficiary(s)
- Protect your IRA and Qualified Accounts from Becoming Fully Taxable to your Beneficiaries Upon your Death
Health Care Planning
- Create a Plan to Help Protect you Against Rising Health Care Cost
- Analyze Options for a Long-Term Care Plan
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Transparency of Services
Maintaining relationships with our clients is of the utmost importance to us. We consider ourselves to be in a lifelong partnership with you and your family which is why we strive to remain in constant communication through various means:
- Annual In-Person Reviews
- Account Summaries
- Resource Article Library
- Prompt Responsiveness
- Educational Events
Why do all this?
The reason is simple. We want to continue to differentiate ourselves from other firms and to provide greater value for you and your loved ones. In addition to what we have covered, feel free to contact us anytime between reviews or meetings. We appreciate your trust and allowing our firm to partner with you on your retirement journey.
Get in Touch
We Are Your Family Wealth Advisor
301 N Main Street,
Ste. 1902
Winston Salem, NC 27101
Phone: (336) 930-9494