OBJECTIVE, INDEPENDENT FINANCIAL PLANNING ADVICE

Personal Financial Planning

Wake Wealth Management Co. offers a wide range of fee based financial planning and wealth management services under an hourly financial advice basis or a flat fee financial advice basis:

The goal of tax planning is to take advantage of every legal means available to reduce taxes while considering tax risks and to maintain as much tax control as is reasonable.
Observing income and expenses, projecting future cash flow to determine net cash flow surplus and to see the effect of financial planning recommendations on cash flow that considers all sources of income, income taxes, expenses, retirement, and investment contributions.
Asset Allocation and Investment Selection tailored to a client’s investment objective and risk tolerance.
Converting accumulated wealth whether it be a business, farm, or real estate into cash flow to cover retirement expenses, maximizing cas flow through prudent tax planning and investment selection.
Wealth transfer for future generations.
Evaluating economic and tax benefits of investment real estate, determining the best way to deal with vacation property.
Life, health and long-term care insurance benefits, liability and disability insurance.
Administration Support Services, including directed trust services.
Typically involves working with the non-moneyed spouse to make sure they can become or remain financially independent.

Financial Advisers that grow with you

Your circumstances and your financial and life goals change over time. Assets are adjusted, hard assets depreciate, and your income tax and estate situation is always dynamic.

We offer an integrated system of financial planning and wealth management to adapt to your current financial needs; monitoring the status of your financial independence along the way.

We are dedicated to improving the lives of our clients; investing the time necessary to learn about the reasons driving your financial planning desires, yet remaining independent in order to offer sound, objective advice.

If you are on a retainer fee engagement you receive continuous updates on the status of your financial world in the form of reports so you may watch your wealth evolve. Flat fee financial planning clients also have direct access to our financial advisors for phone, email, or personal consultation and advice without hourly charges.

Professional Advice that you can depend on

Wake Wealth Management Co. is comprised of financial advisors.

START PURSUING YOUR FINANCIAL GOALS TODAY!

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