When was the last time you visited with your financial advisor? Was it face to face? Did she ask you thought provoking questions that would tell her the story of your life's hardships, accomplishments, dreams, and goals? If not, and you are seeking a personal relationship with a wealth advisor who listens first, communicates, creates a plan, and only then.
We work hard to maintain a boutique feel our clients enjoy while delivering world class service and attention. Spend a few minutes and peruse our short educational videos on a topic of interest to you. Many Americans are operating their personal finances with only the barest minimum of knowledge. Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
We work hard to maintain a boutique feel our clients enjoy while delivering world class service and attention. Spend a few minutes and peruse our short educational videos on a topic of interest to you. Many Americans are operating their personal finances with only the barest minimum of knowledge. Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Services
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.
After spending many years working in large financial and accounting firms offering traditional and broad-based investment planning advice and re-active versus pro-active tax planning, I chose to create a new path and create a boutique firm that offers our clients a truly personalized and comprehensive financial experience.
With more than 30 years of financial, tax, accounting and real estate experience, Paula is dedicated to providing clients with the finest individually tailored approach to wealth management. Drawing on her experience and national. Linda joined Paula Porsch Wealth Management in 2009 after relocating from St. Louis and has been an integral part of the team and the success of the firm from the beginning.
You have worked your whole adult life expecting to be able to enjoy your later years. By planning for longevity and preparing for the possibility of life's uncertainties, we can help you achieve your goals. Collaborating with you and continuously reviewing your investment strategies and other important elements in your life will give you the knowledge and certainty that you are making the best financial decisions regarding your retirement.
We treat financial planning as the framework for financial decision-making. Your personalized plan is designed to empower you to be purposeful with your money, customizes the process of building your net worth, while managing your cash flow. We partner with you to gather an understanding of both sides of your balance sheet (assets and liabilities) to implement strategies we would implement with our own finances.
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