Planning is about seasons and change. As your life changes so does your plan.
We believe financial planning is about taking each situation and building off of that information. In our experience, we know that lives change for better and for worse. We always plan for the best and believe staying disciplined and proactive does provide for the best outcomes. But in the event change happens, we have the flexibility and speed to pivot and alter coarse. Sometimes your foot is on the gas and sometimes it is on the brakes. We have the creativity to plan for both. Planning can be performed in a fee only scenario if a person wishes. PWM also handles family and estate management styles. Including wealth transfer and ongoing management of family estate assets.
Common scenarios we address:
* We are a fee only RIA and offer you advice without conflicts of interest. We can be hired on an hourly basis only for those who wish to get unbiased portfolio analysis.
* Future value of savings flows. Or, How much do you need to save over a given time period to reach a goal.
* Liquidity - How much do you defer and how much do you keep liquid. And why.
* For retirees - Retirement plan rollovers. How do you create an income and how do you organize all of your assets. Will you run out of money scenarios. How to create a retirement portfolio for you. And, social security evaluations.
* Wealth transfer. Gifting. Estate portfolio management.
* For businesses - Retirement plan portfolio management. Key executive self-directed retirement plans. Solo 401k's. All types of IRA's.
* Research - Technical analysis for stock positions. ETF position analysis. Trade entry and exit analysis.
For The New investor:
Tactical tilt for you:
* PWM will help the new investor drive their contributions into strong relative strength positions for growing their wealth. We will focus on where to best allocate new money for the long haul. A tilt strategy can and will change over time and you can take advantage of this data. Please call to discuss your strategy. 336-580-7274. Or email at bill@parkwealthmgt.com.
For the Trader:
If you are a trader and want institutional data as part of your decision making, then we offer trend data to those clients. So if you have serious money and short horizon money we are ready to be there for you with trend following strategies. With Schwab you have access to think or swim and we use thinkpipes for client trades. We work with many clients who have an active approach. We have the ability to make changes to a portfolio literally while you are on the phone with us. Instantaneously.