Our Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Personal Investment Services
- Portfolio Analysis
- Development of Personalized Investment Strategies
- Retirement Income Planning
- Performance Monitoring and Reporting
- Asset Allocation Profiling
- College and Estate Planning Strategies
- Mutual Funds, Stocks, Bonds, and Unit Investment Trusts (UITs)
- Exchange Traded Funds, Index Shares, and Options
Insurance Services
- Fixed and Variable Annuities
- Variable Universal Life Insurance
- Whole, Term, and Universal Life Insurance
- Long Term Care Insurance
Professional Money Management Services
- Access to Premier Institutional Money Managers
- Performance Reporting
Small Business Services
- Employee Retention Strategies
- 403(b), 401(k) Plans
- SIMPLE Plans, Pension Plans
- Non-Qualified Plans
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
lwainwright@wladvisor.com | plaventis@wladvisor.com
502.420.4000