Your Structured Plan
Our Path To Financial Freedom
At Structured Wealth Management, we offer a wide range of financial planning and wealth management services. We understand the many challenges of retirement today and strive to improve your financial well-being.
We’ll work closely with you to develop a unique financial strategy that can adjust to your goals, no matter what. Together, we will work with you to provide personalized support every step of the way.
Scroll below to start your structured plan!
SCHEDULE YOUR PHONE OR VIRTUAL REVIEW
Income Planning
The biggest obstacle for many couples and families is figuring out how they will fund retirement. If you’re like most people, qualified-retirement plans, social security, personal savings, and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement income sources.
Wealth Management
We will work with you to understand your risk tolerance while listening to you and understanding what your financial goals are. Our team can offer a universe of funds and equities to create cost-efficient and high-quality portfolios. At Structured Wealth Management, we invest your funds in an institutional-style investment strategy.
Tax Planning & Preparation
Taxes are often our single largest expense in life; that’s why we provide tax planning services with a keen awareness and command of tax law and how it pertains to your investments. Our team will take an integrated approach to financial planning. Since every financial move you make has tax implications, having a structured retirement plan with tax-smart investment strategies is vital. We do this by analyzing and measuring your progress so you can save on taxes while continuing to grow and preserve your wealth.
Medicare & Long-Term Care Planning
Understanding the healthcare system can be overwhelming. We can help evaluate your situation and determine what kinds of products could fit into a comprehensive long-term care strategy, one that is suited to your needs and circumstances. Our dedicated team will work together to develop a comprehensive plan to help lessen both the emotional and financial burden long-term care or unforeseen medical expenses can cause.
From Medicare planning to long-term care, our goal-oriented planning process will help you to be confident in the decisions you make.
Legacy & Estate Planning
Help protect your assets and legacy for your loved ones while controlling the way in which your money is passed down. While estate planning can be complex, a well-informed plan can make a big difference. Our team can help you communicate your wishes clearly, avoid mistakes, minimize taxes, and adjust your plans as time goes by or your circumstances change. We know how personal these issues are for our clients and are empathetic in dealing with people and the dynamics of every situation.
From tax strategies to wills, trusts, and account consolidation, your dedicated team at Structured Wealth Management is ready to build a strategy best suited to your long-term objectives.
The Structured Planning Process
