Your Dreams Matter
At Finley Alexander Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Finley Alexander Wealth Management Planning Process
Schedule a Meeting
Design a Plan
Relax
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
HOW?
Complete Planning
Our approach is centered on strategies, not specific financial products. Our planning process extends beyond investments and includes any factor that can impact your financial well-being, both now and over the long term. Not every financial advisory firm takes such a broad view. Although our firm does not necessarily deliver all of these services directly, we seamlessly integrate them into our clients’ financial plans. By considering the impact of financial decisions across all of these areas, our goal is to remove any unnecessary risks, prevent costly mistakes, and help clients efficiently reach their goals.
Retirement Income & Spending Plan
- Formulate a complete wealth management plan that strives to address all of your retirement planning needs.
- Coordinate all of your current and future income, including Social Security and pension benefits, with the goal of building a reliable and predictable retirement plan.
- Structure your investments appropriately according to a well-defined accumulation and distribution strategy.
Legacy & Estate Planning
- Ensure your wills and trusts are current and consistent with your intentions.
- Review your asset ownership and beneficiary information to identify any methods to increase the after-tax value transferred to your heirs.
- Assess your life insurance needs and discuss any strategies to help achieve your legacy planning goals.
Insurance Planning
- Understand your health care with the goal of maximizing your benefits.
- Review any potential or professional liabilities to ensure appropriate coverage is in place.
- Determine your long-term care needs and help you implement a plan based on your priorities and resources.
Investment Planning
- Tailor a portion of your investments to any short-term reserve needs and planned expense requirements.
- Ensure your overall investment allocation matches your risk tolerance and return goals.
- Customize your portfolio to maximize your gains
Tax Planning
- Determine which of your accounts should hold the investment types dictated by your investment plan in an effort to minimize your taxes.
- Discuss strategies involving tax deferral and Roth IRAs that are designed to reduce your long-term tax burden.
- Assess your capital gains and investment income with the goal of minimizing their tax impact.
Find Your Financial Way With an Asset Map
If a picture is worth a thousand words, how much is an asset map worth?
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
