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What We Offer

Financial Independence Planning Services

Stay On Track
With Your Goals

Before we establish your wealth management plan, we will work with you to determine what you want to accomplish for yourself and your family.

Several factors can affect your financial independence plan, including:

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What does your ideal life look like? At our firm, we prioritize helping our clients establish goals that lead to a fulfilling life, dictated in their own terms. Our clients are able to do things that are fundamentally important to them, such as traveling, gifting to their children, buying a vacation home, planning for long-term care, and most importantly, not having to worry about money. By removing the stress of financial worries, our clients are able to improve their health and well-being, allowing them to truly live their ideal life.

HOW WE CAN HELP

Decide What Matters Most And
Establish The Right Solution

What's Included?

The Financial Independence Focus™ and Overarching Comprehensive Financial Plan

The creation of an ever-evolving plan that aligns your financial vision and goals with your financial independence threshold. This plan holds all aspects of our clients’ financial life accountable and serves as our clients’ financial benchmark,

The Custom Wealth Inspection™

We meet regularly to reflect, review, and discuss your plans. To best serve you and your family, the Custom Wealth Architect™ provides dynamic, relevant financial strategies that evolve with your changing needs and goals.

  • Annual schedule of events
  • Vaulting of Important documents
  • Regular reviews of all financial vehicles
  • Tax law review and strategy alignment
  • Legacy Plan review

Financial Independence Resources

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Change Your Financial Future

Discover how Custom Wealth Strategies empowers you to make informed financial decisions. This video gives you a quick tour of our holistic approach and cutting-edge technology that enables smarter investing, effective saving, and intelligent debt management.......

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Get Retirement Ready

Learn how you can get the most out of your retirement. 

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Reach Financial Independance

The vision has been set, the plan is in place, the implementation begins and the guardrails have been installed. Our clients appreciate the time they have been given back by not having to try to coordinate all their financial relationships on their own but rather have an overarching financial plan and a team that holds everybody accountable. Most of all they feel liberated with the clarity and focus of their financial life allowing them to be able to enjoy their life the way they truly want to.

Establish your wealth management plan

Explore All Of Our Services

Feel confident knowing all pieces of your finances are tied together

Estate Planning

Start evaluating the bigger picture

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Investment Management

Optimize your financial returns

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Tax Planning

Achieve tax optimization

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The Financial Independence FocusTM

Overarching Comprehensive Financial Plan

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