Our Services

It’s not how much you make ... It's how much you keep.

healthcare

HEALTHCARE PLANNING

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

Do you know how much health care will cost during your retirement? Health care can be one of the biggest expenses in retirement and one you may be underestimating. We believe that any financial planner should include conversations about your health care as a part of that comprehensive plan. At Family Wealth Strategies, we will spend time discussing your Medicare options and helping you think through long-term care if you would ever need it. Give us a call today to get started!

tax-services

TAX-Efficient 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.

Reducing taxes is an important piece in creating your retirement plan. Tax laws can often be confusing, and little mistakes could lead to larger tax issues. Overpaying taxes can lead to a lower retirement income, so we want to help you to consider all the options to optimize tax efficiency. We pay close attention to your tax liability during every step of your financial planning process to help minimize problems and optimize tax deductions. We believe that if we can save you money on taxes, it can lead to a more beneficial retirement. Contact us today to book your no-obligation, free discovery appointment.

investments

INVESTMENTS

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

As a part of a holistic retirement plan, Family Wealth Strategies offers wealth management, investments, IRA/401(k) rollovers and more. We will work with you to create the optimal retirement plan, which includes the appropriate positioning of your investable assets to help meet your investing goals. Schedule a meeting with us today to see how investments work into a healthy retirement plan.

estate-planning

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.

Together, with our affiliate partners, Family Wealth Strategies can help provide estate planning for you and your loved ones. We help you consider wills, trusts and ways to leave the most money to your beneficiaries in the most tax-efficient manner possible. Our desire is to help you achieve the confidence that comes from knowing that your estate will be handled properly upon your passing. Give us a call today to get started!

income-planning

INCOME PLANNING

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

At Family Wealth Strategies, we want to help you answer the question, “Will I run out of money before I run out of time?” If the answer to that is “yes,” we want to help you to create a plan for income that you can’t outlive. If you are near retirement — or have already retired — income planning often includes complex financial questions that may play an important role in your ability to enjoy the lifestyle you want. These include:

    1. How should I manage my retirement savings accounts? (Traditional and Roth IRAs, employer-sponsored plans, taxable investment accounts, etc.)
    2. When should I begin taking Social Security?
    3. Which retirement expenses are essential, and which are discretionary?

We want to create a plan for that. Contact us today for your free, no-obligation discovery appointment!

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