Personal financial planning and wealth management are two key components of successful legacy planning. Through our holistic approach we carefully evaluate what “leaving a legacy” means to you. From there, we design a comprehensive plan that is appropriate for you based on a number of factors we identify in our discovery process.
At Precision Financial Services, our team of diversified, experienced wealth advisors takes the time to learn about you when designing a blue print for your long-term financial future. Our asset allocation strategies and independent research help to coordinate your objectives with suitable investments and navigate you toward your future.
Portfolio management encompasses two distinct functions: management and monitoring. Each area is complex and focuses on specific actions and disciplines. Our team of highly qualified wealth advisors focuses on your long-term objectives and provides proactive communication and guidance to help you make the right decisions for your financial future.
As your personal wealth advisor, we collect and analyze information about you, including, but not limited to: your assets, liabilities, income, age and health. Gathering data in this way allows us to zero in on areas that need to be addressed. Our wealth advisors use this information to identify risks and manage the potential for loss.
Age, health, wealth, lifestyle, life stage, goals, and many other factors all determine your particular estate planning needs. Because we have in-depth estate planning experience, we are able to tailor your plan to fit your unique situation. Along with other outside professionals on your team (legal and otherwise), we can implement an estate plan that could allow your legacy to continue for generations.
One of the biggest roadblocks to accumulating and retaining wealth is taxes. When designing your tax plan, our goal is to maximize your returns by minimizing the effect of taxes. Our wealth advisors are knowledgeable in tax law/strategies and work closely with your tax professional to see that this complex balance is addressed appropriately.
Whether you require debt restructuring for a corporation you own, or the restructuring of personal debt, we have the resources to help implement strategies that seek to protect your investments and manage the burden.