At Champlain Wealth Management we can help you confidently answer that question through our financial planning and retirement planning process. We are a full service wealth management company in Malta serving the Capitol District including Saratoga Springs, Ballston Spa, Niskayuna and Clifton Park, as well as Glens Falls and Queensbury.
We are committed to helping individuals and families achieve financial success. This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021. This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.
We are committed to helping individuals and families achieve financial success. This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021. This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.
Services
We are a small team dedicated to utilizing our depth of experience and knowledge for your benefit. Working cohesively, we will help chart your course and adjust as needed to your destination point. Integrity is of utmost importance to our business transactions and our own individual characters. We are committed to close and periodic open communication with our clients.
We want you to be the captain of your own ship and we want to assist as your crew in charting your course. Together we will work with you to navigate the best path. Our data gathering session will ensure we have all the necessary information about your income, expenses, investments, assets, tax status and estate documents.
Gathering all pertinent data to determine your needs and wants. How much money you will need to retire is in large part based on life planning. Examples are: where do you plan to retire, will you travel, will you regularly visit distant family, will you consult, etc.?. Analyzing income sources. How and when you use your money for retirement can significantly impact your overall assets and returns.
Once a financial plan has been established, we will allocate investments based on current and future needs. Our financial planner, Doug Brady, has helped over 1,500 clients with a broad range of financial planning needs. We utilize your plan as the navigation chart for your asset allocation. Using a dedicated and experienced team whose integrity drives our business first and foremost.
We practice identifying potential risks in advance, analyzing them and taking precautionary steps to reduce or eliminate the risk. The inability to take care of one's obligations in the future is a concern to all. Examples of this would include mortgage commitments, income replacement for loved ones or education funding.
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