Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.
I am in the business of helping my clients address all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
My approach strives to help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are:
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
- Tax-advantaged investing - to help reduce your tax liability and let more of your money work for you
- Retirement planning - to design an investment strategy to help you address all of your retirement goals
- Estate planning - for preservation of wealth from generation to generation
- Individual stocks - to provide you with added long-term growth potential
- Life insurance - providing financial protection for your loved ones
If this method of pursuing your financial goals sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.
Email Mr. Reichhelm at mark.reichhelm@lpl.com