What We Offer
401(k) 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, and 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.
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
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.
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.
Organize your records, correct titles and beneficiary designations, plan asset allocation, and map out the future of your estate.
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