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Services

ASSET MANAGEMENT & PROTECTION

We focus on capital preservation, income and tax strategies.


Goal Setting

Goal Setting

Duration: 30 min

Introductory meeting to discuss reaching your goals with tailored solutions that meet your needs.

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Asset Protection

Asset Protection

Duration: 90 min

Keep your money for you and your family. We review your accounts, assets, trusts and other financial holdings to pursue maximum protection from disputes with legal authorities and others.

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Portfolio Management

Portfolio Management

Duration: 90 min

We are a registered investment advisor with a fiduciary duty to your interests. We take a prudent approach to help you minimize your risk.

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Tax Management

Tax Management

Duration: 60 min

Prudent tax planning can minimize both your current and future tax obligations. Learn about tax-deferred and tax-managed accounts and how to minimize your tax obligations.

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PERSONAL FINANCE

We believe financial advice is about having a plan that is customized to reflect your life's goals beyond just your finances. 


Goal Setting

Goal Setting

Duration: 30 min

We Help you make more informed and effective financial decisions... Feel relieved, confident, self-assured and empowered-- and good about your wealth

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Budget Management

Budget Management

Duration: 60 min

We take great joy in helping clients attain the lifestyle they’re striving for, maintain that lifestyle for the rest of their life and for generations to come

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Education Financing

Education Financing

Duration: 45 min

Determine if you or your children have enough money to attend any academy, schools, college, university or Institute.

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REALTOR

We help Real Estate Professionals make more informed and effective financial decisions... feel relieved, confident, self-assured and empowered -- and good about your wealth. 


Goal Setting

Goal Setting

Duration: 30 min

We Help you make more informed and effective financial decisions... Feel relieved, confident, self-assured and empowered-- and good about your wealth

Schedule an Appointment
Family Risk 

Family Risk 

Duration: 60 min

We help you make more informed and effective financial decisions...feel relieved, confident, self-assured and empowered—and good about your wealth.

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1031 Exchange Education

1031 Exchange Education

Duration: 30

Will discuss how we may add a benefit for your client (or yours) 1031 Exchanges process.


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FOUNDERS & ENTREPRENEURS

Are you: Founders, Trailblazers, early employees, masterminds, developers, builders, risk takers, serial entrepreneurs, brainy acts, prime movers, innovators, pioneers, author, framer & makers. AKA Business Owner

We help business owners balance the needs of their business and their personal goals


Goal Setting

Goal Setting

Duration: 30 min

We help business owners balance the needs of their business and their personal goals.

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Exit Strategy

Exit Strategy

Duration: 60 min

We help business Founders / Owners create an exit strategy that will work with all.

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Employee Benefits

Employee Benefits

Duration: 60

My goal is to bring the best value to your business for your employees and provide a second look to your current employee benefits.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@DefiningYourWealth.com | (775) 525-1040