Well Spent Wealth Planning
Find out if you're on track. Learn how to keep more of your money. Grow your sense of financial security.
At Well Spent Wealth Planning, we turn your good instincts into an intentional plan to have the life you want now and in the future. Our specialization in cash flow and tax planning will help you find the most efficient ways to invest, save, insure and give. By the end of our initial planning process, we will have given each area of your financial life the attention it deserves and ensured that it has been optimized for you. Our mission is to grow your sense of financial security, free you from unnecessary sacrifice and prepare you for a life well spent.
Outcomes of our planning process include:
>Tax-efficient saving plan (pre-retirement)
>Tax-efficient retirement income plan (during retirement)
>Retirement road map based on your circumstances, not rules of thumb
>Education funding plan
>Stock option and restricted stock strategy
>Employee benefit guidance
>Life, disability and long-term care insurance analysis
>Charitable giving optimization
>Estate plan review
>Specific, low-cost investment recommendations and ongoing advice.