Command Wealth Management is a full service financial planning firm helping our clients in many areas. Here are some of the ways we help our clients plan for their lifetime goals.
- Investment Management
- Portfolio Analysis/Review
- Financial Planning
- Life and Goals Planning
- Risk Analysis
- Estate Planning
- Tax Strategies
- Retirement Planning
- Education Planning
- Life Insurance
- Cash Flow & Budgeting
Planning does not stop once you reach retirement.
We are often taught how to save money, but knowing how to spend money is just as important.
We help our clients build income strategies, tax planning in retirement, social security planning, and legacy plans to help ensure that your hard earned money does what you need it to in your retirement years. This is your time to enjoy the rewards of all your efforts over your lifetime, having a plan in place to keep you on track and spend your hard earned money is crucial to any retirement plan.
Planning is not always about having someone manage your assets or building an in-depth financial plan. Sometimes you just need a little coaching or advice to get you on track.
At Command Wealth Management we offer simple coaching for your financial needs which can include:
Personal/Family Budgeting
Debt Management
Financial & Investing Basics
Goal Planning
or simply a second opinion on the financial plan you have already built
*We offer these services on an hourly basis or a 1 time planning fee to meet your needs and budget
Planning your estate is a crucial part of any financial plan. The largest transition of wealth will occur over the next couple of decades and ensuring assets transfer to loved ones the way you intend them to requires a strategic approach.
At Command Wealth Management we work with other industry professionals to cover the important topics associated with the transfer of wealth such as taxes, wills, trusts, and inheritance. Having a devoted team we work with is an important value to our clients so they don't feel like they have to figure things out on their own.
We work with our clients every step of the estate process and provide them an estate booklet that provides loved ones with a step by step guide on what to do when a loved one passes.
