Complete Retirement Planning and Financial Strategies.

Our Comprehensive Approach

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.

Investment Planning

We will talk risk tolerance, portfolio fees, volatility control and our comprehensive money management plan.

Tax Planning Strategies

We’ll look at the taxable nature of your current assets and potential ways to include deferred or tax-free money in your management approach.

Estate Planning

Together with qualified professionals, we’ll create a plan that is designed so your hard-earned assets go to your beneficiaries in the most tax-efficient manner.

Health Care Planning

We help prepare you for potentially large health care and long-term care costs.

Income Planning

Our goal is to help ensure your expenses are paid with reliability and predictability for the rest of your life.

WHO WE ARE

Family Wealth Strategies was founded by Kevin Metzler primarily to serve those already retired or soon to retire. FWS is committed to educating retirees regarding the best approach to meeting their income needs and preserving and managing their nest egg in such turbulent markets.

We specialize in taking retirees through our four-step process which involves: a 1040 tax return review; investment, risk & fee analysis; income analysis; and legacy & trust planning. To stabilize your investments and income under these unique economic conditions requires the reduction of taxes, financial management fees, and market losses from overexposure to market risk.

Ready to take the next step?

schedule a meeting today