WEALTH-MANAGEMENT & FINANCIAL PLANNING


At Wealth-Builders we provide financial planning and investment management services to individuals, families and their retirement plans.  We will work with you to develop a custom financial plan around your personal situation and individual needs and help you implement the appropriate investment strategy.


THE BENEFITS OF FINANCIAL PLANNING:

The benefits of financial planning are myriad. In fact, everyone has a financial plan. “Doing nothing” or “Deciding later” can be considered a plan … it is just not a good one. The old saying goes, “people spend more time planning their Thanksgiving dinner than they do planning their finances.” Even the most basic financial plan can have positive effects. A few examples of these benefits are:

  • Having clear vision about what is really and deeply important to you in life and aligning your finances accordingly.
  • Having the confidence that will be able to retire or have the option to do whatever you chose to do later in life.
  • Having your savings or investments working as hard as you.
  • Knowing that your family is financially provided for if something happens to you.
  • Being able to provide college education to your children.
  • Paying the lowest legal amount of taxes.
  • Using your money efficiently to benefit an Institution, Charity or other cause you deeply believe in.
  • Having the peace of mind that you control your financial future and not random life events.
  • Sleeping better at night.

 

WHEN YOU ARE READY TO START:

Each of our clients is unique. We would like to meet with you to learn about your concerns, your values, dreams and goals. This allows us to gain a clear understanding of how we may best be able to help you.

To start our discussion, please contact us.