Retirement and ESTATE PLANNING
Our Firm takes pride in providing comprehensive retirement and Estate planning services to our clients. Our finacial and wealth planning process reviews our clients’ balance sheet and income statements, tax returns, IRA portfolios, 401k plans, deferred compensation benefit plans and stock incentive plans when relevant . We review all your Investments, current wills, medical directives, trusts and insurance policies and their beneficiary designations . Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated, collaborative effort to provide for financial clarity, tax efficiencies with all your advisors trying to help you save time, money and taxes whenever possible.
We take our job seriously when providing comprehensive retirement planning to our clients. We offer our comprehensive services that integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational accumulation and transfer of wealth .
Imagine having your own personalized, secure, encrypted and password protected website where all your personal and business financial, agreements , estate , legal and tax documents are available and accessible any time anywhere from your computer or mobile devise . All your finacial information can be stored in your personal secured planning and document Vault. You can view and download your updated comprehensive financial and retirement plan there.
Our coordinated approach ensures that your plan is developed using an all-inclusive view. We have found that many financial services professionals focus only on finacial products; our experience shows that our clients’ needs are best met by focusing on processes, simplicity and clarity and most importantly, people.
WE at Ambrose Wealth Management do not provide tax and/or legal advice, but do work with your attorney or independent tax or legal advisor. In the event that you do not have an attorney or tax professional we partner with local CPA and law firms to provide services often initially at reduced cost. .