Upcoming Events

---

Complimentary Workshop in Wilmington, DE
Optimizing Your Tax Strategy 
Tax-Efficient Retirement Strategies to Help Safeguard  Your Retirement Income From Over-Taxation

EVENT DETAILS:
Bellevue Community Center
- Wednesday, Sept. 22 from 6:00 p.m. to 7:00 p.m.
- Thursday, Sept. 23 from 6:00 p.m. to 7:00 p.m.

REGISTER NOW!

Retirement has never been so challenging to prepare for. On top of economic and market uncertainty, many are unsure what the future may hold for taxes due to recent legislation and historic pandemic relief. Many experts say there's nowhere to go but up*. Join us for a complimentary workshop at the Bellevue Community Center where we will discuss the following important topics:

What's changing for tax laws in 2021.
Why taxes can be one of your biggest retirement expenses without a proper plan in place.
And MUCH more!

We know wealth management.

Everyone earns money at some point,
​but not everyone manages their wealth.

​When investors are younger, they may feel comfortable taking more risks — if they lose some of their money due to market volatility, they have time to make up those losses, because time heals all (market-related) wounds, more or less. More time means more opportunity to recover losses. That’s the long and short of it.

Our past informs our present, though; people who have experienced loss in the stock market understand the need to mitigate risk, if possible, so they can ensure their long-term financial goals are reached. They can use an aggressive asset allocation strategy to help them recover from a market loss — it’s irresponsible to leave everything up to time — but they may also want to see a full range of financial products and techniques to assess their position and reevaluate their strategies. 

That's where we come in. We want to help.

​We leave no products or strategies off the table when it comes to helping our clients craft the best financial plan for their situation. Our firm is dedicated to a personalized approach to wealth management. We know one size doesn’t fit all. That’s why we take the time to get to know our clients individually. We use risk-tolerance assessment techniques to find out how comfortable our clients are with market risk. And we never ask them to invest at a level of risk that they aren’t comfortable with — never. 

RETIREMENT PLANS REQUIRE MORE THAN A COOKIE-CUTTER APPROACH

Call us:  302.477.6978

Sign up to receive a complimentary copy of 10 Steps to a Successful Retirement