We review your investments, create strategies, and design a personalized portfolio appropriate to your needs and goals.
We provide recommendations regarding the most appropriate distribution strategy for your retirement assets to confidently fund your future income needs. This can include planning for pension options, Social Security decisions and healthcare/Medicare planning.
We perform a comprehensive review of your tax situation to highlight opportunities for implementing tax reduction strategies.
We analyze your current estate plan and concerns in concert with your attorney. We provide compassionate guidance to survivors, and help them make necessary decisions after the death of a loved one.
Jessica@3GenWealth.com I (480) 621-7900