IT'S TIME TO DO ALL THE THINGS YOU LOVE
and creating the right financial plan in your retirement years will help ensure you enjoy the life you deserve.
Who is a Typical Protective Wealthcare Client?
Our typical client is someone age 50 plus with $250,000 or more in investable financial assets
In addition, you would be a good fit if you:
Prefer to delegate to a professional and enjoy all that retirement has to offer
At Protective Wealthcare we believe that transparency is essential for a successful relationship. We also believe that every client deserves the same level of planning and dedication. All of Protective Wealthcare clients receive the following:
Want to feel confident that your spouse and loved ones will be in great hands
At Protective Wealthcare we believe that transparency is essential for a successful relationship. We also believe that every client deserves the same level of planning and dedication. All of Protective Wealthcare clients receive the following:
FINANCIAL PLANNING
Performance and Cost Basis Reporting
Income Needs Analysis
Assistance in Basic Will, POA, Beneficiary Designations, and other routine estate planning needs
Implement Financial Planning Strategies (retirement, college funding, other goal funding)
Social Security and Pension Income Analysis
Cash Management and Liquidity Reviews
Tax Efficient Withdrawal Strategies
Special Planning Assistance (Elder Care issues, divorce/inheritance issues, etc.)
Insurance: Life, Disability Income, Long-term Care and Annuities
Liability & Debt Management
Qualified Plan Consolidation
INVESTMENT MANAGEMENT
Ongoing Risk Profile Evaluation
Investments: Mutual Funds, Exchange Traded Funds and Individual Securities
Implement Ongoing, Systematic Investment Programs
Ongoing monitoring of Investment Portfolio
Active 401K and Outside Investment Reviews
BOUTIQUE SERVICES
Quarterly Review to discuss Investment Update and Changes
Yearly One on One Lunch with George
Direct Personal Involvement with Client's Professional Advisors (Attorneys, Trustees, CPA's , Accountants, Mortgage Lenders, Etc.)
Annual Review with Individual Advisor (Mandatory)
Ongoing Review of Your Financial Plan and Current Needs
Assistance with Purchasing Decisions
Educational Events
Client Appreciation Events
NOT READY
FOR RETIREMENT?
We can still help. Together we can create a financial plan that incorporates your personal values as well as giving you a clear picture of your financial well-being.