Our clients choose Smallwood Wealth because they have reached a level of financial success that they know they need assistance in managing. They want a big picture approach to wealth management, looking at all the aspects of their plan. Current financial circumstances are unique to each individual.
Our collaborative approach organizes your financial assets and strategy to help you make sense of what you own; and more importantly, how financial pressure can impact your wealth and its potential. Our goal is to help you develop financial strategies that attempt to reduce risk and taxes, accumulate more wealth, enhance retirement income, and pass more assets on to your family.
Our collaborative approach organizes your financial assets and strategy to help you make sense of what you own; and more importantly, how financial pressure can impact your wealth and its potential. Our goal is to help you develop financial strategies that attempt to reduce risk and taxes, accumulate more wealth, enhance retirement income, and pass more assets on to your family.
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For those who don't want to work in retirement, we have created a long term wealth plan - maximizing 19 sources of retirement income. The goal is to have multiple sources of retirement income - more than just a few. Because, if for any reason one of those few dries up, or the tax law changes, you're going to be in trouble.
During these uncertain economic times, are you considering reviewing your personal financial strategy? The key is to focus on the 8 fundamental steps in a financial plan. For many people, accumulating wealth for retirement is a primary focus. Financial pressure from taxes, market volatility, and inflation are eroding your wealth and its potential.
With an ever-changing financial landscape it's more important than ever to build a resilient financial plan using 8 fundamental steps. 1. Discover ways to position your wealth the right way - optimizing all benefits and opportunities. John L. Smallwood is President of Smallwood Wealth Management and affiliated companies.
As a young professional, entrepreneur, retiree or corporate executive, you may already know having a solid financial plan is necessary for a safe and comfortable retirement in today's uncertain economic times. Take this 2-minute quiz and find out if you're wealth curve is on track or still has room for improvement.
John Smallwood's outlook on financial planning and wealth management started very early. When he was in college, he began interviewing people about their ability to earn income and plan for retirement.
He says of the experience, "The story about the average working person's wealth really began to help me see that people in the workforce were woefully underprepared for what was coming and really not aware of how much money they would need for all the future obligations they want to achieve-college, weddings, retirement, just life in general."
He says of the experience, "The story about the average working person's wealth really began to help me see that people in the workforce were woefully underprepared for what was coming and really not aware of how much money they would need for all the future obligations they want to achieve-college, weddings, retirement, just life in general."
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