While creating and maintaining a plan designed to help you achieve your financial goals and objectives is important, planning for the things that can go wrong along the way is equally important. Along those lines, a clearly articulated wealth preservation strategy is a vital component of the wealth management process.
With a particular focus on risks that include premature death, a long-term sickness or injury prior to retirement, or a need for long-term care during retirement, we’ll help you:
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Quantify the financial impact associated with each of these events.
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Develop a personalized risk mitigation strategy designed to preserve your wealth, protect your ability to accomplish your financial objectives, and provide for the people you care most about.
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If applicable, research reputable insurance carriers to identify affordable policies that best accomplish your risk management objectives.
Quite simply, we believe the goal of a well-articulated and custom-tailored wealth preservation plan is to provide our clients with financial confidence. While worst case scenarios aren’t fun to think about, the feeling that comes with knowing they have been adequately planned for is invaluable.
Itera Wealth Management does not prepare tax returns or estate planning documents, nor does it serve as an accountant or attorney.
Itera Wealth Management does not offer direct investments in commodities or energy, nor does it engage in commodity brokerage or trading services.