OUR SERVICES

College Planning

COLLEGE PLANNING

Expert Guidance

As any parent can attest, having children creates a huge family change.  Along with the blessings, come financial burdens.  It is estimated to cost families approximately $250,000 to raise a child, with education being the most significant expense.  Whether your child is 6 months or 18 years old our WealthFX1College process can ease the stress and smooth the transition.  While we can’t guarantee acceptance into Harvard, we can facilitate the educational planning process.

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RETIREMENT

Plan your future

Transitioning into retirement, whether it’s 10 years away or tomorrow, presents a myriad of decisions.  Optimizing your choices for social security, healthcare, or retirement income-for example-can seem like daunting tasks.  With our WealthFX1Retirement process we can guide you through the labyrinth of options, helping you enjoy rather than dread your pending retirement.

Lake

DIVORCE

Finances in place

The dissolution of a marriage not only causes emotional trauma, but potential financial devastation.  Untangling and separating financial assets is complicated and requires redefining new individual strategies and risk tolerances.   The process can be daunting, but the WealthFX1Divorce system can facilitate a smooth transition by refocusing your goals and developing an actionable strategy based on your new financial realities.  

Elder woman and her caretaker

ELDER PLANNING

Choosing optimal care options

Caring for elderly parents or planning for your own future care can be overwhelming.  Choosing optimal care options or coverage can be confusing and potentially expensive.  The WealthFX1Elder process will guide you through the various alternatives and help develop a strategy to meet your care needs.

Brainstorming

CAREER CHANGE

Enjoy what you do

Whether voluntary or not, changing employment or careers can be nerve-racking.  Severing ties with an employer can create many gaps in your financial strategy.  Utilizing our WealthFX1Career process can free you up to focus on your career while we focus on your financial well-being.

Bridge on park

DEATH IN THE FAMILY

Transition

Nothing is more tragic than a death in the family.  The passing of a loved one can have huge impacts beyond the emotional. Whether a parent or spouse, sorting through the financial implications can be intimidating.  Using the WealthFX1Transition process we can facilitate an orderly resolution and possibly protect against adverse outcomes.

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Beautiful Young Couple
Handsome Smiling Man

SAVINGS/INVESTMENT EDUCATION

Start Growing your money

There are very easy and simple strategies we can put to work to start generating savings or small investments into large sums.

We can help you with taxes, paying your debt, investing your money and much more.

With out WealthFX1Investment process, we will organize your finances and start building up wealth for the future.