Wealth Management Strategies, Inc. is a holistic planning company committed to helping our clients improve their long-term financial success. We offer a strong combination of over 30 years of experience and professional client services. We accomplish this by utilizing a holistic planning approach. Our experienced team of professionals will fully evaluate your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning.
Our approach to delivering holistic financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams, and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. We pride ourselves in our superior client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates.
Book A 15-Minute Strategy Call.
In 15 minutes we can get to know you - your situation, goals, and needs - then outline our process, discuss ways to work with us, and connect you with an advisor committed to helping you pursue your goals and objectives.
How we use the Strategic Freedom Process to Serve You
1. The Starter Session
Helps you to assess your current situation and clarify your goals, both personal and financial
2. The Discovery Experience
Develop a financial roadmap and organize financial affairs
3. The Financial Confidence Builder
A series of planning sessions to help you develop a plan to achieve your financial goals
4. The Strategic Freedom Plan
A detailed roadmap outlining the strategies, tools, and a course of action to implement your plan
5. The Strategic Freedom Toolbox
Professional resources and strategies to ensure the successful implementation of your goals
6. The Freedom Expander
Regular reviews of your progress to keep you on track towards your goals
How We Do It
Holistic Planning combines investment advising, retirement planning, and tax management under one roof. When you partner with Wealth Management Strategies, Inc., you get a team who educate and collaborate with you to craft a plan that reflects your unique wishes and needs. Watch this video to learn more about the value of working with a holistic advisor:
How We Use The Bucket Plan® To Serve You
A strategic, structured approach to bucketing assets for today's financial dangers and challenges.
The old way of investing for retirement was to keep a little pile of money at the bank and the rest of your money in a bigger pile of money in investments and hope that it would last a lifetime.
However, today market risk, interest rate risk and sequence of returns risk are the three biggest dangers facing investors at or near retirement, and a more sophisticated planning philosophy is essential to stretch retirement dollars to cover their many needs throughout the duration of retirement. For this purpose, we have developed The Bucket Plan® philosophy to segment money into three different buckets based on your investment time horizon, volatility tolerance and income needs.
The Money Cycle
The Bucket Plan
Want to develop your customized Bucket Plan?
How We Use Riskalyze To Serve You
Riskalyze is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Riskalyze helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.