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Wealth Management

Creating Financial Freedom!

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and help you achieve your financial goals.

As tax laws and investment opportunities continuously change and become more complicated, our expertise can help you make the most of your money. By analyzing your financial and tax positions, we can help you identify financial objectives and find ways to help your assets, savings and investments grow.

We help you...

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
  • Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
  • Protect your family in case you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.
  • Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

 

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by providing a FREE NO OBLIGATION INITIAL CONSULTATION, to request a consultation, contact Doug Larson at 712-423-2616 or dlarson@williamscpas.com.


*Securities offered through ProEquities, Inc., a Registered Broker Dealer and Member FINRA and SIPC. Advisory services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Advisors, LLC is independent of ProEquities, Inc.

Please be advised that Registered Representatives affiliated with Advisors, LLC hold various licenses in various states. For residents of states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representative before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.