Financial well-being and peace of mind
The S&P Wealth Team has over 40 years of experience providing customized financial advice to successful individuals and their families.
We help you take your financial details and turn them into decisions:
- We guide our clients through major life transitions: selling a business, retirement, death of a loved one, or changing family dynamics
- We help you make sense of the macro and intelligently navigate the micro
- We are tireless advocates for our clients and will always operate with transparency and thoughtful guidance
- We are problem solvers and risk managers, here to help you be nimble and solution-oriented, regardless of where you are in your wealth journey (accumulating, protecting, transferring)
Whether you are planning for retirement, navigating the complexities of a business sale or adjusting to a significant life change, we are committed to offering personalized advice and strategies tailored to your situation.
Our mission is to help ensure that every client feels confident and secure in their financial future.
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With year-end approaching, if you’re over age 73 it’s time to take your required minimum distributions. Contact me to discuss options for your RMD.
Addressing the unexpected and evaluating your protection strategies can help provide you with peace of mind as you look to a new year. Regardless of your stage in life, let’s connect to review your plan.
The end of the year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions. Reach out to me to discuss your insurance strategies.