We help successful creative professionals build their financial future that harmonizes their vision with their values. Once your financial strategies are composed, it's time to orchestrate your retirement and exit from your business. Investments, Exit Strategies, Estate Planning, Insurance - Specifically designed to address the unique needs of successful entrepreneurs and artists in the creative industry.
Throughout the year, we host Mastermind events in New York City and New Jersey for entrepreneurs and professionals. You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health. Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Throughout the year, we host Mastermind events in New York City and New Jersey for entrepreneurs and professionals. You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health. Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Services
Staying true to your vision is a dynamic process. At FHC Wealth Advisors, we can provide you with an entire ecosystem of specialists in Business Exit Planning, Trusts and Estates, Tax Reduction, Investments, Insurance and Structured Income. Todd A. Stanard is an entrepreneur, a CERTIFIED FINANCIAL PLANNER professional and a Chartered Financial Consultant.
The following video from CEG Worldwide outlines what I believe to be a good process for you to consider. I'm happy to discuss this with you to see how we can apply its lessons to your specific situation. The rhythm of our relationship is our Strategic Wealth Experience process. We take the time to learn about you, your dreams, your vision of success, your aspirations and your specific goals.
We specialize in helping affluent creative professionals build their financial future and harmonize their vision with their values. In creating a financial strategy, we listen to your dreams and goals to determine what has to happen for you to feel successful, happy and financially secure. It's critical to make the most of your income so that you have enough accumulated to last through retirement.
Once you have composed your financial future and tuned your strategies, it's time to orchestrate your retirement and exit from your business. We can help you determine opportunities for building a consistent income that can last throughout your retirement. We can advise on 401(k) rollovers, Social Security maximization, insurance/annuity designs and other complex financial elements of retirement.
At FHC Wealth Advisors, we enjoy spending time with our clients and building valuable, long-lasting relationships. Whether they are educational seminars or no-reason-at-all celebratory get-togethers, we regularly host client events in our Fairfield, New Jersey community and in the greater New York City area.
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