Financial Planning

At Counsel Wealth Management we believe that we are able to be most helpful to our clients by assisting them in developing a comprehensive wealth plan and then partnering with them to put it into action. Although investment management is a significant piece of what we do with our clients, of equal importance is working to ensure that all aspects of their financial situation fit together to give them the best opportunity to meet their financial goals. Tax planning, retirement planning, estate planning, and insurance planning are all important parts of a comprehensive wealth plan.

Tax Planning

We stay abreast of changes in tax laws and make recommendations accordingly. We also partner with our clients' tax accountants ensuring that all of the tax planning strategies fit together and are properly implemented.

Retirement Planning

We use state of the art software and our in depth knowledge and experience to help clients project at what age they can retire, what income they might have in retirement, or how much they should be saving for retirement. In retirement we help clients to determine where their income should come from in order to minimize taxes and we help them to determine how much they may be able to safely withdraw each year depending on their goals and time horizon.

Estate Planning

We help our clients to pass on the assets they've worked so hard to accumulate to their children or a charity in the way that best fits their desires. We also participate in meetings with our clients' attorneys to ensure that their estate plan fits with their overall financial plan.

Insurance Planning

We assist our clients in assuring them that they have proper insurance coverage. Some of the types of insurance that we discuss are life, disability, and long-term care.