At Measured Wealth, we examine your entire financial picture and design a plan to help you strive toward financial independence.
WEALTH PLANNING
Helping clients plan is a broad and multifaceted effort that involves the integration of investments with other personal considerations. We examine your entire financial picture and design a plan to help you strive toward financial independence. Regular reviews are provided to address your changing circumstances and needs.
COMPREHENSIVE FINANCIAL PLANNING
We believe holistic and collaborative planning empowers clients to take control of their financial future. By leveraging our experience and partnering with our strategic partners, we can help with the decisions that shape your financial health in practical, understandable terms. Plans begin and end with your input so we can assess your current financial position.
Positioning
- Review Cash Flow
- Manage Your Budget
- Understanding Your Net Worth
- Leverage your debt
Review Strategy
- Develop Long-Term Strategy
- Align Risk vs Return Within Your Portfolio
- Develop Proper Asset Allocation
- Implement Tactical Shifts
- Account For Inflation and Taxes
- Plan For Retirement Distributions
Retirement Planning
- Build and Generate Retirement Income
- Evaluate Age and Timing Scenarios
- Integrate Pensions and Other Income
- Coordinate Healthcare Planning
- Optimize Social Security
- Annuity Evaluation
ESTATE PLANNING, INDEPENDENT LEGAL & TAX ADVICE*
Our strategic partners can provide a complimentary review of your current estate planning documents with your needs in mind. They can prepare your annual tax returns and help you understand the variety of tax consequences that result from your business and life decisions. We are happy to refer you to a professional that can help you with your tax management and legacy planning needs.
Tax Management
- Minimize Tax Liabilities
- Integrate Low-Basis or Concentrated Positions
- Review Current Taxes
- Evaluate Tax Efficient Investment Options
- Plan For Lifetime Giving
Legacy Planning
- Evaluate Current Insurance Coverage
- Plan For Long Term Care
- Plan For Next Generation
- Insure Against Income Lost Due To Unforeseen Circumstances
* Measured Wealth Private Client Group does not provide legal or tax advice.
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The Key Factors in Planning Your Future.
- Working with an experienced partner that you can trust that fully understands your specific needs and goals.
- Developing a custom, well-researched plan to fit your current lifestyle and build for the future.
- Transparent communication with monitoring and re-evaluating of your plan by professional experts.