Investment and Wealth Planning
- Development of a personalized portfolio and continual monitoring of your investments
- Frequent meetings to review and evaluate your financial strategy, update your objectives and if necessary, adjust game plan.
- Aggregation of all your accounts to simplify and reduce paperwork
- Analysis of your income needs now and in the future as we seek to help you maintain a comfortable standard of living in retirement.
- Recommendations on methods to maximize your social security benefits.
- Recommendations regarding the most efficient distribution strategy for your IRAs and employer retirement plans.
- Review the possibilities of converting to a Roth IRA
- How to utilize tax advantaged investments
- Analysis of tax law changes and how to use them appropriately.
- Work with your tax professional to review your tax return to showcase opportunities to help reduce tax liabilities.
Risk Management Analysis
- Review of your insurance and long-term care needs.
- Provide in-depth analysis of insurance needs in case of illness, accident or liability.
- Analyze employer provided insurance programs and incorporate them into financial analysis.
- Analysis of your current estate plan and potential tax liabilities.
- Assistance transferring assets to your Living Trust or other trusts.
- Review of beneficiary designations and asset titling.
V&E Wealth Management and LPL Financial do not offer tax/legal advice or services.