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Where you are

Financial Planning can be as much of an art as it is a science. Depending on where you are in life our focus could be in anyone of three areas.

Client Centered
  1. Building wealth for retirement where we want to look at budgeting and building the largest nest egg achievable through a combination of 401k, IRA, Roth IRA, 529 College Savings plans and personal savings.

  2. Distributing wealth during retirement where we want to meet your income needs and goals in the most tax efficient manner possible.

  3. Protecting your assets in old age. We will look at gifting strategies, Trust’s, and long-term care.

At Family Wealth Partners not only will we consult with you in these areas but will also look to consult with your accountant or attorney to make sure you are getting the most from your professional relationships and have them work as a team with us.