For high net worth investors:
Providing for and protecting your loved ones is never more critical than when you aren’t there to do so. An estate plan can help preserve and protect your wealth, control who receives your assets, ensure your wishes are carried out, reduce the tax burden on your heirs, and provide for continuation of your business.
For women investors:
Complete and update your financial plan for the future. A financial plan addresses specific needs and goals. Your portfolio and asset allocation is important, but whether or not it’s going to allow you to retire or take trips you’ve been dreaming about may put the “why” behind investing into perspective.
For investors saving for retirement:
Did you rebalance your portfolio during this virus pullback? A good rule of thumb is to review your portfolio periodically to see if it needs to be rebalanced. Even a gradual approach to shifting your assets as you get closer to retirement can help minimize your risk.
With over 35 years of combined industry experience, Schultz Wealth Management of Janney Montgomery Scott LLC guides clients through the phases of investing: wealth accumulation, wealth preservation and wealth distribution. A goal-based approach to planning allows us to provide professional investment advice at the time needed most in order to help plan for major life events and financial decisions, such selling your family business, inheritance, or preparing for retirement. 3630 Peachtree Road NE, Suite 850, 404.926.2022 SchultzWM.com
