Financial Planning

Our mission is to provide you with innovative financial strategies in an effort to provide financial clarity and solutions to help improve your quality of life. Making strong commitments to you and building life-long relationships are tenets of our success.

 

Income Planning

For even the most financially literate individual, planning for retirement can be a very challenging undertaking. The days of relying solely on your pension and Social Security benefit to satisfy your income needs during retirement are long gone.

 

Legacy Planning and Preservation

Proper legacy planning and preservation is a cornerstone of any successful retirement plan and helps ensure that your wishes will be respected and your loved ones are taken care of.

 

Tax Planning

Perhaps one of the most important steps in planning your retirement is determining your current and future tax liability and developing strategies that can help minimize your taxes in retirement. Taxes can have a large impact on the amount of wealth you will be able to transfer to loved ones.

 

Wealth Management

As you near retirement, you may find that your attitude about risk begins to change.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from.

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Kingdom Advisor

More is written in the Bible about money than any other subject. God knows money is important, and important to you. Ask me for a COMPLIMENTARY BIBLE which highlights 2000 verses about money!

 

Link Resources

Please note: Surepath Financial Services LLC has no control over the content found in the links below and therefore cannot be held responsible for advice given therein.