Wealth Management Services

Which Wealth Management Services Do You Need?

WealthVision℠

Our Wealth Management System helps your Wealth Manager monitor and rebalance your portfolio. It is also designed to help you track all of your assets so that you can monitor your total financial picture. You can digitally store your legal documents in a safe, secure electronic vault.

Watch this short video and get started on the pathway toward retirement.

Retirement Planning

Is retirement sneaking up on you? Are you asking yourself, "Am I making the right financial choices now?"

We all question whether or not we will have adequate assets to support our retirement. While it's a great idea to have a 401(k) or an IRA, that is only the beginning. Retirement planning is not as simple as you may think; it requires persistent monitoring for potential risk, asset allocation strategies, productivity rates, insurance, and estate planning. You also need to make sure you are making the most out of your company retirement plan.

We also look at a number of other key factors including: tax efficiency, insurance protection, investment choice, and investment returns. Our firm also applies asset allocation strategies to these assets and specific recommendations are made on a fee basis

Estate Planning

It's not just for the elderly or the wealthy. Estate planning is the process of gathering and arranging of an estate to minimize tax liability while maximizing the goals of the estate owner. The various goals of estate planning include making sure the appropriate amounts of the estate passes to the estate owner’s intended beneficiaries. An estate plan will assist you in:

Preserving assets in the event of your incapacity during life
Appropriate distribution of your assets
Shielding the value of the estate from the costs associated with taxes, professional fees, and court costs
Fulfilling charitable objectives

If you plan accordingly, you can potentially save time, money, and grief for your estate and heirs.

College Planning

College is expensive, and the cost will likely only continue to rise. The College Board's Trends in College Pricing Report states that there is an average annual increase of 5-9% each year; it will take a small fortune to put your child through college. It is estimated that the cost of tuition, fees, and room and board for a four-year public university in 2025 will be approximately $272,847; For a private university, the approximate receipt totals $345,426.

Don't worry; the Armstrong Wealth Management Group is here to help.

The basics of financial planning used with the proper tax-saving vehicle can help families to pre-fund college expenses. In addition, some of these vehicles can be great tools for parents and grandparents to use for estate planning.