Investment and Wealth Planning

  • Development of a personalized portfolio and continual monitoring of your investments
  • Frequent meetings to review and evaluate your financial strategy, update your objectives and if necessary, adjust game plan.
  • Aggregation of all your accounts to simplify and reduce paperwork

Retirement Planning

  • Analysis of your income needs now and in the future as we seek to help you maintain a comfortable standard of living in retirement.
  • Recommendations on methods to maximize your social security benefits.
  • Recommendations regarding the most efficient distribution strategy for your IRAs and employer retirement plans.
  • Review the possibilities of converting to a Roth IRA

Tax Planning

  • How to utilize tax advantaged investments
  • Analysis of tax law changes and how to use them appropriately.
  • Work with your tax professional to review your tax return to showcase opportunities to help reduce tax liabilities.

Risk Management Analysis

  • Review of your insurance and long-term care needs.
  • Provide in-depth analysis of insurance needs in case of illness, accident or liability.
  • Analyze employer provided insurance programs and incorporate them into financial analysis.

Estate Planning

  • Analysis of your current estate plan and potential tax liabilities.
  • Assistance transferring assets to your Living Trust or other trusts.
  • Review of beneficiary designations and asset titling.

V&E Wealth Management and LPL Financial do not offer tax/legal advice or services.