Our team provides wealth management and investment services based on your Plan A. Our goal is to eliminate any stress or concern you have about money, and instead help you design your life to make a difference. We guide you through questions that help you open your mind to new ways of thinking about your wealth.
Many of our clients are surprised -- and energized -- by what they discover in this phase. 2. We walk alongside you and listen so we can fully understand your goals and interests. We want to understand how your children, major life events, investments, and charity fit into your vision of a life well-lived.
Many of our clients are surprised -- and energized -- by what they discover in this phase. 2. We walk alongside you and listen so we can fully understand your goals and interests. We want to understand how your children, major life events, investments, and charity fit into your vision of a life well-lived.
Services
At Plan A we believe our clients deserve a financial team that will lead with faith and guide with knowledge, compassion and service. Your interests drive our processes. When you work with Plan A Wealth Management, you will begin to see your finances in a new light. You will gain a team of people committed to serving you throughout the course of your life.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Plan A Wealth is excited to partner with Dave Ramsey and his SmartVestor Pro program. Dave has helped thousands of families become debt-free through his Financial Peace University classes. As part of this process, Dave has built the SmartVestor Pro program for families to receive investment advice from qualified professionals.
As the name implies, this law intends to make it easier for Americans to save for retirement. Though this may sound simple enough, as with most laws, the reality is far more complex. The SECURE Act includes changes that affect everyone from beneficiaries of retirement accounts to those with student loans, but the SECURE Act is most likely to affect those either approaching retirement or recently retired.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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