Wealth Accumulation

Debt Management

We’ve all been there. That credit card with the reward points for our favorite hotel or airline that we promise to pay off each month now has a balance that we are months away from getting rid of. Whether it’s the student debt that are getting another birthday or the upside down car loan, it always seems that you will never get out from under this.

When used correctly debt can be a very useful tool. Let us show you how to transform your debt burden into a strategic tax optimized solution. We will design a customized plan that gives you a clear picture of when you can finally say your debt free.

Budgeting

Offense is great but Defense wins Championships! The key to strategically building wealth and achieving financial independence is a strong defense…in financial terms that means crafting a budget that works!

This is NOT A DAUGHTING TASK. This is however a critical step in your journey. Weather its an ‘every dollar has a place’ or ‘pay yourself first’ strategy we can help you identify ways to make a budget that works for you and helps you achieve your financial goals.

Retirement Planning

Do you want to know when you can retire? Sure you do but here’s a secret - no one can tell you for sure. At Solutions 4 Wealth we can help analyze and bring clarity to the myriad of retirement planning options available to you. From 401K’s, IRA’s, Investment accounts, and Social Security we do it all and bring you the answers so that you can know what to expect and make an informed decision.

College Funding

This topic is fraught with pitfalls and costly traps. It’s the area where most families make their single biggest financial mistake. With full time college costs averaging over $20,000 per year you need someone on your side to walk you through the pitfalls at the financial aid office, find alternate scholarship and grant opportunities, and work with your family to manage expectations. Let us help you develop a plan that lets you achieve the degree and career your child desires.

We’ve heard a lot about this topic:

-Do I need a will?
-Isn’t a trust only something for those who are very well off?
-I don’t need to formalize anything. My family knows what I want...

Confused about what estate planning even is? We can lay out a plan and give you the pro’s and con’s of each document which gives you the confidence to pick what you need done. We will do the case design and work directly with the lawyers which saves you money along the way.

After the death of a loved one, heirs are suddenly forced to make decisions that can carry lasting consequences in order to finalize an estate. Don’t have your family do it alone. Through our estate planning and transfer process, we will be there for them providing expertise, patience and compassion to ensure your wishes are carried out.

Nobody likes it.

Everyone needs it.

Let us do it for you.

We work with the top minds in this field to ensure you are only paying what you should. Let us show you how to maximize the benefits of owning your own company, leveraging charitable deductions, and creating value outside of taxable transactions.

Solutions 4 Wealth’s approach to investing is to efficiently take advantage of the good aspects of public markets while also opening up your investment horizon to other possibilities using contracts, real estate, and private markets. Let us show you how to maximize your investment opportunities.