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:
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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. We 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.
or schedule a complimentary consultation by phone or Zoom.
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. |