Who TAKWEALTH Works With

With TAKWEALTH, you get the customized financial planning and investment management you need to achieve your goals.

Are We Right for You?

You want a financial advisor that is the right fit for where you are in life.  Where are you in your financial life?

I’m Accumulating

If you’re like most people, you’re at a point in your life where you want to increase your assets, so you can have a better and more secure future.

You may have these types of questions:

• Am I saving enough to live the life I want in retirement?
• When should I retire?
• How can I make the most of my stock options or company benefits?
• What’s the best way to protect my investments during the next bear market?
• How can I shield my assets from potential business liabilities or divorce?

TAKWEALTH can help you:

• Get organized so you feel in control of your money
• Put a plan in place to achieve realistic goals
• Find the best strategies for investing, paying off debt, and reducing taxes
• Solve any financial challenges you have so you feel optimistic about the future

I’m Near or In Retirement

Once you are nearing or in retirement, either full or partial, your focus will likely change.  At this point, you need to preserve your wealth.  You also need to find the most tax-efficient way to generate consistent income from your assets and other sources.

You may have these types of questions:

• When should I file for Social Security to maximize my benefit?
• How can I generate returns safely in this low-interest-rate environment?
• How can I reduce my taxes?
• How can I protect myself during the next bear market?
• What strategies can help me pay for medical costs and long-term care?

TAKWEALTH can help you:

• Put a financial plan in place to help you meet your lifestyle goals in retirement
• Find strategies to safely generate yield on your money
• Structure your withdrawals to minimize your taxes
• Create an estate planning strategy to pass on your money tax-efficiently
• Plan for medical costs and long term care
• Understand how you’re invested and why so you feel more confident

I’m in Transition

Newly single or widowed? Times like these can be hard enough and financial stress can make them worse.  At TAKWEALTH, we’ll help you start fresh with a new plan.  You’ll gain an understanding of your wealth and assets, feel organized, and on your way to a more secure financial future.

You may have these types of questions:

• What kind of lifestyle can I afford?
• What are the best investments for me?
• Should I pay off debt, save, or do both?
• How can I reduce my taxes?
• How can I minimize dramatic swings in my investments?

TAKWEALTH can help you:

• Put a financial plan in place to help you regain confidence about your money
• Help you handle the competing demands of saving and paying off debt
• Make the right moves now to help you retire when you want
• Understand how you’re invested and why so you feel more confident
• Create an estate planning strategy to pass on your money tax-efficiently