My mission at Seffrood Wealth Management is to help Retirees, Business Owners and their employees accumulate retirement income. We know what it's like to work hard. With decades of experience and a passion for seeing my clients succeed, I employ a general three-part structure to investing. I start by organizing your financial life.
Once I have an understanding of your risk tolerance, I incorporate the current financial landscape into your roadmap. Finally, I make sure to continually monitor your progress as you work toward your goals. Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.
Once I have an understanding of your risk tolerance, I incorporate the current financial landscape into your roadmap. Finally, I make sure to continually monitor your progress as you work toward your goals. Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
My goal is to help families, retirees, and small business owners grow their retirement income. This is done by aiming to lower their fees and expenses, grow investments tax deferred and in some cases tax free. Implement programs to manage the downside risk with proper portfolio diversification. Last find money to help students go to college with tax free dollars.*
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.
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