Financial Planning

At Wealth Management Plus, financial planning is personalized and customized for each of our clients.

Our most comprehensive offering is financial planning that is ongoing. We begin with an overall understanding of your financial objectives and goals, then we detail what it will take to achieve those goals. A wide range of quantitative and qualitative information, as well as a serious commitment by both the client and our advisors, is necessary to build the best plan possible.

As an alternative, we offer a moment in time, streamlined financial analysis to point you in the right direction toward reaching your financial objectives.

Lastly, we offer project-based engagements. For example, a client might request a retirement accumulation analysis, retirement income distribution strategy, life insurance examination, or education planning.

At WM-Plus, in each financial planning engagement, we strictly adhere to the guidelines published by the College of Financial Planning.

Asset Management

We help build investment portfolios. Stocks, bonds, mutual funds, exchange-traded funds, and other products may be part of your portfolio. As we get to know you—your risk tolerance, investment experience, and time-related goals—we will suggest options. Our well-rounded approach takes into consideration economic and political climates around the world, as well as tax efficiencies.

In order to reach their financial objectives, our clients trust Wealth Mangement Plus’ investment management services to help them navigate the complexities. Portfolio building with ongoing monitoring and rebalancing are crucial aspects our advisors employ to drive long-term success.

Estate Planning

The need to create an estate plan can be considered the crowning financial achievement of a lifetime. To ensure your hard-earned legacy is managed according to your wishes, your personalized Wealth Management Plus financial plan should include a carefully considered and crafted estate plan.

A well-devised estate plan will preserve your legacy, protect your assets, and provide for your loved ones in a tax-efficient manner. Our financial advisors will work with you to develop a plan that implements your directives and is aligned with your retirement strategy.

We also coordinate services with a network of estate planning lawyers to help you:

  • Devise or enhance your will or trust to efficiently transfer your assets
  • Avoid a lengthy and expensive probate process
  • Develop a plan for tax-efficient wealth transfer
  • Protect your heirs and underage children
  • Identify proper beneficiary designations
  • Carry out your end-of-life instructions
  • Support your favored charities
  • Administer your trust and related legal documents
  • File the appropriate tax returns

Creating an estate plan is actually easier than you might think. We look forward to creating one with you.

Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.