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Wealth Planning

Our team of professionals will design a wealth plan that evaluates your current financial situation by analyzing your income and expenditures to identify how you will attain your specific short-term financial goals or how you can make Work optional in retirement. We provide regular reviews and modifications, assuring that your wealth plan is current and dynamic.

Our team at Unique Wealth Strategies provides complimentary focused planning which includes the following components:

  • Determine Your Risk Tolerance number: 
    The individual rate of return designed to help you work toward achieving your goals and objectives.
  • Personalized Cash-Flow Based Planning: 
    Narrowly tailored to identify and address your specific goals and objectives.
  • Risk Management Planning: 
    Comprehensive analysis of life, disability, long-term care and other risk management solutions.
  • Social Security Analysis: 
    Custom analysis of every Social Security claiming option available.

We are also experienced in addressing the emotional and financial impact of: Life Transitions, Business Transitions, Generational Transfers.