Complete Wealth Management Services
We believe financial planning is the core service we provide to our clients. However, most of our clients also realize a sound financial plan is worthless without careful implementation and monitoring of their investments.
Our clients are busy professionals, business owners, and parents. They value their time, and our expertise.
For this reason, most of our clients rely on us to help develop their financial plan and manage their investments as a fiduciary in advisory relationships.
When you hire Field Wealth Management, we aim for you to experience the profound lift of our complete wealth management. We believe you can benefit from our holistic approach to financial planning paired with prudent investment management.
At Field Wealth Management, our financial planning process will create comprehensive recommendations for all aspects of your financial life, including:
- Asset allocation
- Insurance planning
- Retirement income planning
- Estate planning
- Social security optimization
- Education funding
- Tax planning
More specifically:
Financial Planning.
Our financial planning service paints a complete picture of your financial life and creates a customized strategy designed to pursue your goals. We make the recommendations, but ultimately you are responsible for the implementation of the plan and the monitoring of your investments.
Estate Planning and Family Legacy.
Estate planning is not an exclusive activity for the ultra-wealthy. Simply put, it’s a plan for who will look after your children and what should happen to your assets, if something happens.
Why Estate Planning is Important
If you wish to ensure that you are in control of what happens to your estate, and if you want to guarantee that your estate is managed in accordance with your directives, then having an Estate Plan is paramount.
Without such a plan, the state, lawyers, or individuals that don’t have your interests in mind could determine what happens to your estate.
What We Can Do For You
Our Estate Planning service includes advice regarding:
- Understanding the importance of a will: Your will should be the cornerstone of your estate plan. From a simple will to a Testamentary Will, or Joint Will and Living Will—we will help you navigate through the complexities, so you won’t need to stress over what’s what.
- Creating Powers of Attorney (POA): Whether it’s to manage specific assets, like your investments, bank accounts or real estate holdings after you’re gone, or whether it’s meant to help others make health-care decisions in your best interest in case you are ill or incapacitated, you need to have a POA in place to ensure your wishes are followed.
- Choosing an Executor: The Executors of your Estate wield strong powers that determine how your Estate is finally dealt with upon your passing. We will help you understand the importance of choosing an executor(s) for your Estate, and what criteria you should consider when appointing someone to discharge this all-important role—especially if minor children/guardians are involved.
- Designating beneficiaries: If you do not choose beneficiaries for your assets carefully (or not at all), your estate assets might well end up in the hands of individuals that you never intended to benefit.
- Considerations for dependents’ needs: A well-thought-out Estate Plan will ensure that all the needs of your dependents (be they minors, adult children, siblings, persons with special needs, or aging parents) are taken care of in accordance with your desires.
- Tax planning considerations: Without a well-thought-out Estate Plan, a considerable part of your estate could erode through taxes, fees, and other levies, even before your designated beneficiaries see a cent.
Charitable Giving Strategies.
For many, Charitable Giving is an integral part of their financial and estate plan.
At Field Wealth Management, we can help you formulate a plan for your charitable giving that helps accomplish your charitable goals while leveraging the state and federal tax code as much as possible.
Bottom Line:
We believe we are uniquely qualified to develop customized financial plans for our clients.
Equally important, we have the experience, education, and market acumen to meticulously implement and execute according to your plan.
We value your time—it’s your most precious resource. If you would like to learn more about how we can simplify and organize your financial life, please give us a call today!
