The 8 Wealth Management Issues
- INVESTMENT MANAGEMENT*
We offer investment management through asset allocation, rebalancing strategies, and appropriate investment selections.
- CASH FLOW AND DEBT MANAGEMENT
Cash flow is the cornerstone of wealth management. Good debt management ensures that you have credit as you need it, borrow wisely, and avoid financial pitfalls.
- FAMILY RISK MANAGEMENT
Are you and your loved ones prepared for the unexpected? You can prepare with life insurance, long-term care, disability income protection and other insurance products.
- RETIREMENT PLANNING*
First establish a clear vision of what retirement means to you. Will you continue working part-time? Will you travel? Your vision of a "dream retirement" is personal.
- EDUCATION PLANNING
Every child dreams about what they will be when they grow up. Your savings affect your child’s or grandchild’s ability to qualify for financial aid for higher education. Other issues are income, gift and estate taxes.
- LEGACY PLANNING
Simply stated, a legacy plan ensures that what you want to happen with your assets will happen at the time of your passing. Plans manage gifting, weath transfer strategies and estate planning.
- BUSINESS PLANNING
Business owners face issues such as business retirement planning, business insurance, cash flow and business succession plans. Cash for unexpected opportunities and use of your business as a vehicle for retirement savings are important.
- SPECIAL SITUATIONS PLANNING
Are you planning a wedding, a dream vacation, buying a second home, or facing unexpected expenses due to unforeseen events?
*These services offered by Robert O. Johnson through his affiliation with HD Vest.