Universal Hero

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. A lot of factors affect your financial independence plan, such as:

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What does your ideal life look like? 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 kids, buying a vacation home, planning for long-term care, and most importantly, not having to worry about money. Without worrying about money, clients are able to improve their health and well-being so they can truly live their ideal life.

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What kind of legacy do our clients want to leave to their loved ones? We focus on the lifestyle planning needs of surviving spouses & family. Some basic legacy planning aspects that most people overlook:

  • How are assets to be distributed upon the death of loved ones?
  • Do our clients want to protect their loved one’s future inheritance against possible divorces, creditors, or lawsuits?
  • Do they want to protect their kids against being unintentionally disinherited due to poor planning?

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Investment and Income Taxes. Do the investments that provide a growing income stream keep up with inflation and support a sustainable lifestyle? Are the investments designed for accumulation? What is our client’s tax bracket currently, and what will be in the future based off cash flow needs? The overall financial plan will provide the clarity needed and serve as the investment benchmark for our client’s overarching financial plan.

HOW WE CAN HELP

Decide What Matters Most And
Establish The Right Solution

What's Included?

The Estate Plan Focus™

An assessment of your wills and trusts, life insurance, disability, and long-term care plan. These are all reviewed and measured against your survivor needs and distribution objectives.

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 Investment Focus™ and Income Tax Plan

Regain alignment of your investments with your goals, values, and time horizons. We’ll do an evaluation of your personal risk tolerance, time horizons, current risk exposure, efficient frontier testing, and portfolio construction. We’ll also review prior tax returns and implement an ongoing, proactive income tax strategy designed for tax optimization.

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 (trademarked) 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

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THE BENEFIT OF A DETAILED, PERSONALIZED PLAN

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Financial Independence Resources

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Tuesday November 26th, 2024 from 6:00pm-7:00pm

Monthly Webinar Series

Stay informed with our monthly webinars, covering essential financial topics from wealth management to retirement and healthcare planning. Led by experts, each session offers practical insights to empower your financial journey—available in person, virtually, or on-demand.

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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

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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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