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The Financial Second Opinion™

At Phronesis Wealth Management in Severna Park, we strive to coordinate with your other financial advisors such as your accountant, stock broker, lawyer, and insurance agent to provide you with an independent view of your financial position. You'll receive a report which will provide a review of your existing:

• Investments• Life Insurance
• Disability Income• Long-Term Care Insurance
• Retirement Strategies• Estate Plan, Wills & Trusts Planning
• Income Taxes Planning• Buy/Sell Analysis
• Beneficiary and Legacy Planning• Survivor Needs

Focus Areas:

Wealth Transfer

Taxes can significantly shrink the size of your estate. Have you explored options to potentially reduce your taxes? By working with your attorney to review your asset ownership, wills and trusts, we can highlight your estate tax exposure.

Retirement Planning

With retirement often lasting for 20 years or more, you may be concerned about outliving your savings. We can help you choose techniques to work towards accumulating wealth for your retirement income.

Investment Planning

You have options for investing your current assets and future savings based on your financial goals. Our team can help you to analyze your current portfolio, identify objectives and evaluate risk tolerance to develop an appropriate and customized asset allocation strategy.

Business Owner Planning

Your business is most likely your single largest asset. Together, with your accountant, we can provide a comprehensive plan that may potentially mitigate taxes, create cash flow options, resolve family conflicts and implement options to transfer your business to the next generation.

Learn more or schedule a complimentary consultation with us. We look forward to meeting with you.

For a printable copy of The Financial Second Opinion™, Click Here

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.