Proper planning is paramount to achieving your financial goals. But life never goes as planned. Our financial planning process utilizes forecasting tools to keep you on track while dealing with life's contingencies along the way.
Retirement Income Planning
There is a lot of noise out there about how much money you need to retire. Unfortunately, it only adds confusion. The truth is that the right amount is based on your lifestyle exectations and risk tolerance. Our "Results in Advance Planning" method will analyze your unique situation and design a custom plan just for you.
We use active management techniques to make your money work for you while minimizing risk exposure. Propeller Wealth is a fee-only practice that does not charge any commissions on your investments. Your portfolio is a personally structured to your goals, time horizon, and risk tolerance.
Thoughtful insurance planning is the bedrock of financial planning. We help clients analyze the proper type and amount of life insurance they need to ensure loved ones are protected. Add peace of mind and securtiy to your portfolio with a properly structured insurance plan.