Services
Strategic Planning And Portfolio Management
We believe financial advice is about having a plan that is customized to reflect our client's life goals beyond just their finances.
Our firm specializes in helping individuals develop sound retirement strategies. We offer personalized, hands-on financial planning and asset management. We educate our clients about financial concepts and solutions, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. Our focus on money management, tax savings strategies, healthcare planning, social security optimization, and income generation offers our client's ongoing peace of mind.
Accounts / Securities
Brokerage Accounts (Individual, Joint, Trust)
IRA's (Traditional / Rollover / Roth / SEP / SIMPLE / Educational)
Solo 401k (i401k)
Exchange Traded Funds (ETF's)
Mutual Funds (actively managed and passive/index)
Money Market Funds (cash equivalent)
Government / Agency Securities
Common Stock
Bonds (corporate / municipal)
Certificate's of Deposit (CD's)
Financial Planning
Retirement planning
Social Security planning
Tax savings strategies
Employer retirement plan review - 401(k), 403(b), 457, TSP, OPERS, Pensions
College planning
Estate Plan review (Wills, Trusts, DPOA, etc)
Healthcare planning
Money Purchasing Plans
Defined Benefit "Pension Plan" guidance
Profit Sharing Plans
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@mycenturywp.com | (440) 359-6535