For clients with a minimum of $250,000, we manage your investments and help you plan your retirement and financial future. We coordinate your cash flow, insurance, taxes, investments, retirement, estate planning and other goals, all in a customized, client specific program.
Our Wealth Management Program may be appropriate for you if you are:
retiring or changing jobs and need to roll your 401k into an IRA.
receiving an inheritance.
wanting to consolidate or simplify your investment accounts.
paying excessive fees for your investments.
unhappy with the service from your current adviser.
no longer comfortable managing your portfolio yourself.
wanting financial guidance during unpredictable and volatile market conditions.
Please read more and then call us for an introductory appointment.
Our clients come to us for many different reasons. An attorney hired us because he had no time to select or monitor the investments for his IRA rollover. Another couple wanted to retire early and travel and did not want to worry about their finances. A widow was concerned about whether her pension, social security, and husband's IRA would provide sufficient income. Whatever your reasons, Financial Planning Office is ready to help.