Personal Services
TC3 Backed Solutions to Maximize Your Wealth
With a tax-first perspective, legal expertise, and a commitment to your family's well-being, we provide comprehensive, client-centered solutions that empower you to pursue what you want in life. Explore our range of personal services and embark on a journey towards financial independence with Wealth Health by your side.
Wealth Management
Tax Planning Strategies
Estate & Legacy Planning
Social Security Planning
7 Core Principles for Wealth Creation & Preservation
- Having and sticking to a "Structure, Strategy, and Plan" is necessary to build and perserve wealth.
- Utilizing tax advantaged accounts is like starting the second half of a football games up by 22 points. It doesn't guarantee a win, but gives an advantage making it much more likely.
- Auto Contributions increase the likelihood of achieving goals.
- Investor behavior, not performance, primarily determines success. Daily access to account values "empowers" you to make regular emotional mistakes. The internet should come with a warning label: "Wisdom sold separately."
- Debt reduction gives more flexibility, requiring a plan for it.
- In retirement, the "sequence of returns," not the "rate of return" determines success.
- Legacy planning and probate avoidance protect assets.
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Discover how our services cater to a broad spectrum of clients, each with their distinct financial journey and objectives. Contact our office today!