Using the Somerset WS Process, we'll examine your current financial situation to determine your retirement needs. We seek to help clients feel confident in their financial futures to live out their dream retirements. We build strategies that not only seek to maintain and grow clients' assets but help protect them from downside market risk as well.
We treat our clients like family and vow to only recommend financial strategies we would suggest to our own families. During this meeting, we'll aim to get to know who you are and what you want out of retirement.
We treat our clients like family and vow to only recommend financial strategies we would suggest to our own families. During this meeting, we'll aim to get to know who you are and what you want out of retirement.
Services
We help clients manage, mitigate and transfer risk to meet their individual needs and goals. Mapping out how much to pass on and when can only happen after these three questions are addressed. As a team, we work closely with your other qualified professionals (e.g., estate attorney and accountant) to create a custom plan centered around your goals versus a cut-and-paste version of someone else's plan.
What is a sequence of return risk and how can you avoid it? Attention soon-to-be retirees: Somerset President Andrew Murdoch gives you the good news and the bad news in his latest article. Executive VP of Somerset Wealth Strategies, Scott Sadar, offers suggestions on how young professionals can start saving for the future.
As a small-business firm, we strongly believe serving our community means more than just helping our clients with their finances. It means helping all residents and their families lead better lives so that we all prosper together. That's why we are passionate about donating a percentage of our proceeds to charity.
To set up a complimentary initial consultation with a Somerset financial professional, call us now at 800-813-4000, or complete the questionnaire below. After ascertaining your situation, we will begin crafting a custom plan to meet your specific needs and goals. Our process begins with a no-obligation, one-on-one meeting.
Reviews
Be the first to review Somerset Wealth Strategies.
Write a Review
