Solutions
Our Solutions
Create the Right Mix of Financial Solutions to Fit Your Lifestyle
Design
Financial Planning*
Vanguard has quantified that behavioral coaching is worth 1.5% - we can’t help manage your behavior when there isn’t a financial plan in place that clearly identifies life goals. This is one of the most important components to any successful advisory relationship. We provide a complementary plan using eMoney an industry leading software that allows us to see a 360 degree view of what you current look like against your life goals. Here are a few key areas we focus on.
- Manage Behavior to the Financial Plan
- Review Distribution Sequence
- Ensure you do not outlive you money
- Taxes
This process uncovers current and potential future issues.
*Vanguard Advisor’s Alpha Donald G. Bennyhoff, CFA; Fancis M. Kinniry Jr., CFA June 2016
Build
Investment Management*
Asset Class Investing are academically based portfolios are constructed with the aim of capturing the returns of the global bond and stock markets to help clients reach their long-term goals.
Protect
Estate Planning
You worked hard building your estate, so don’t let bad timing, exorbitant estate taxes or the economy destroy it. At CA Wealth Management, we work with you to establish multigenerational wealth.
