WEALTH PLANNING

Your Financial Journey, Our Expertise

A Plan Tailored to You and Your Family

At SAM, we believe in the importance of generating a holistic understanding of your financial condition and providing a roadmap for managing your finances, achieving your goals, and navigating various life events.

As fiduciaries, we understand that our clients’ families have unique needs that will, almost certainly, evolve over time.  Through our thoughtful planning process and strategically managed investment solutions, we will help navigate ever-changing financial conditions.

Our Approach

Key Components of Financial Planning

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Retirement Planning

Do you have sufficient funds to maintain your desired lifestyle during retirement? 

Let’s evaluate retirement accounts like 401(k)s, IRAs, and Medicare to make sure the strategies are in place and are sufficient to meet your need.

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Estate Planning

Is a framework for future generations in place? SAM will help your family identify the need for outside legal assessment of your estate. 

We will also discuss estate tools such as trusts, wills, and power of attorney, all with the purpose of helping to plan for the protection, growth, and distribution of your assets to the next generation.

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Tax Planning

Are you being smart about managing your tax burden? 

Evaluate and consider opportunities available to reduce long-term tax implications, while referring to tax professionals when necessary.

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Risk Management

Do you understand what options exist to manage risk for you and your family?

Identifying and mitigating potential financial risks through insurance coverage, such as health insurance, life insurance, disability insurance, and more.

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Strategic Investment Management

What investments do you actually own? Investment transparency through individual security choices, not funds or opaque investment options. 

Determine how to invest to achieve your goals. This involves considering risk tolerance, investment time horizon, and the appropriate asset allocation (e.g., stocks, bonds, and varied alternative investments, etc.).

Our Team

Expertise You Can Count On

SAM’s Planning Team is a source for transparent and professional financial guidance.

Our mission is to help you identify your financial aspirations and determine the optimal path to achieve them. We are seasoned professionals who specialize in comprehensive financial planning. Importantly, some of our team members hold the Certified Financial Planner™ (CFP®) designation, making fiduciary responsibility and unwavering commitment to providing exceptional financial advice a requirement within their practice.

Learn More About SAM Wealth Planning