Account Manager
401K Rollover, Planning Retirement, Asset Allocation & Account Management
Account and Financial Management
There are many inflection points in life. Career changes, promotions, major purchases like a first home, unpredictable market shifts, unplanned emergencies, memorable milestones, the first day of retirement, to name a few.
At Inflection Wealth Management, we believe in preparing for and helping our clients during these inflection points. During these junctures that preparedness and proactive planning allow us to help and support our clients.
Whatever it may be – whatever it may be – retirement planning, saving for your future, estate planning, long term care preparation and asset allocation – Inflection Wealth Management will set you up with an account, provide digital tools for monitoring, and develop solutions to address specific product needs.
Inflection Wealth Management Products and Solutions Include:
- Retirement Income Planning
Fee-based Financial Planning
Managed Account Services
- Charitable Giving Solutions
- Business Owner Solutions
- Education Funding Options
- Traditional IRAs and Roth IRAs
- Mutual Funds and ETFs
- Fixed and Variable Annuities
- Life Insurance
Disability Income Insurance
- Long-term Care Insurance
Account Planning Fundamentals
How you plan is a roadmap to managing your money for and through life’s Inflection Points.
Long Term Care Insurance:
Cover the costs of care for a chronic medical condition and protect your savings and assets by acquiring longer term care insurance.
Disability Income Insurance:
Secure income during unexpected events, accidents, and disabilities. With DI Insurance, you will earn up to 45% – 65% of your insured gross income on a tax-free basis.
Retirement Planning:
How much money do you need to retire? Let’s talk about your retirement goals and financial outlook to help you figure out retirement.
Stock Option Review:
Manage your investments in such a way that you can meet your needs today, while also putting yourself in a position to live how you want later.
Estate Planning:
Organize your records, correct titles and beneficiary designations, plan asset allocation, and map out the future of your estate.
401k Rollovers:
Is a 401k rollover right for you? Let’s talk about fees, the rules of your 401k plan, and compare your 401k investments with an IRA.
Discover Account Management Services
Here’s what you can expect when you work with us:
• Help develop solutions to address specific product needs
• New account setup and monitoring
• Administration of client account
• Product review as needed
• Help protect your future with life, disability income, and long term care insurance
Meet Our Team
Peter Lee is licensed to do business in AZ, CA, ID, IN, MN, MT, NM, NV, OR, SC, and WA. CA Life/Health Insurance License ID 0F30543, CA Securities Insurance ID 7556493, CA Variable Annuity Insurance ID 0F30543, CA Variable Universal Life Insurance ID 0F30543. Joe Brandenburg is licensed to do business in AZ, CA, IL, PA, and WA. CA Life/Health Insurance License ID 0I48888, CA Securities Insurance ID 19014887, CA Variable Annuity Insurance ID 0I48888, CA Variable Universal Life Insurance ID 0I48888.