Our Services

Assist you in selecting investment options with your current IRA, 401(k), 403(b), or other retirement plans.
Determine which investments to use for income now and which to use for income later.

Provide Customized Retirement Income Planning case design.
Determine future income needs, analyze your current investments ability to produce future income.
Recommend appropriate investments and strategies to accomplish lifetime income requirements.

Focus on the growth and management of your portfolio.
Select either in-house and/or institutional managers.
Determine how much to save and where you should keep it, as well as how much to spend.
Monitor investment performance and risk on your investment portfolio.
Actively manage and re-balance your portfolio for reasonable growth while minimizing risk.
Provide regular newsletters and topical event information.
Provide regular scheduled reviews to keep your retirement plan on track.

Maximizing what you earn by minimizing what your owe.
Strategies to reduce or eliminate taxes, such as extate taxes, capital gain taxes, income taxes, gift taxes and income on tax deferred investments.
We do not offer tax advice so be sure to consult and coordinate your financial plan with your CPA/Tax professional.

Provide guidance in organizing your financial affairs with your heirs.
Review and analyze your assets for proper ownership and beneficiaries designations.
Consult and coordinate your plan with your Attorney and/or CPA
Help to manage the financial impact of lifestyle changes likes death, divorce, disability, and health.

Pappas Wealth Management