A Focus on Technology
We believe that doing what’s best for you as a client includes applying tools and resources that help you:
Know How to Meet Your Financial Goals
Identify Potential Financial Roadblocks
Understand Your Current Financial Health
To uphold these priorities, we invest in technology that helps us to analyze and design the strategies that personalize your financial journey. Like a doctor conducting diagnostic tests to understand your health, we use technology to diagnosis your financial wellness. By developing this understanding, we can identify where you’re doing well and which factors you could strengthen — and create a plan forward.
A Thorough Relationship
We support a diverse range of clientele and enjoy helping each person and family create the life they envision, such as:
Younger individuals and couples who are building their financial foundation
Individuals and families who need to design or revisit their overall financial plan
People who are focused on creating lasting income throughout retirement
Families who want to preserve their existing wealth for future generations
Younger individuals and couples who are building their financial foundation.
A prosperous financial life begins with steps you take now to prepare for your future. In this accumulation stage, you create the framework for growing your money and saving to support the lifestyle you enjoy. We’ll help you think through the following questions (and more) and create a plan that aligns with your vision:
Individuals and families who need to design or revisit their financial plan.
Once you establish your financial foundation, you need a plan that helps you align your decisions with your goals. When your plan is in place, you should revisit your strategies as your life and needs change. Your financial plan is a living document that evolves with you to account for new life events and goals. We’ll help you think through the following questions (and more) and ensure that your strategies connect to your needs:
People who are focused on creating lasting retirement income.
Planning for retirement is one of the most important financial steps you can take. Knowing whether you have the income you need can define what your retirement lifestyle will look like. Further, women investors have extra priorities to address. They’re more likely to live longer and need their income to last through their lifetime.
No matter where you are in your retirement-planning journey, we can help you prepare to support a fulfilling life. We’ll help you think through the following questions (and more) and ensure that your strategies connect to your needs:
Families who want to preserve their existing wealth for future generations.
Preparing to share an inheritance with loved ones and pass on your legacy is an important aspect of a financial plan. Yet, these conversations can often be difficult for families. Not planning ahead can leave you with pressing financial challenges to address, which can have tax implications, as well as create other concerns.
We can help you identify which strategies you need and the conversations you should have with your loved ones. We’ll help you think through the following questions (and more) and ensure that your strategies connect to your needs:
Morse Wealth Management and LPL Financial do not provide legal advice or tax services.
Please consult your legal advisor or tax advisor regarding your specific situation.