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Welcome to Precision Wealth

Having a professional plan and a professional planning team can make all the difference.

Our business philosophy is grounded in a core fiduciary principle to develop financial plans in the best interest of our clients, as we align our client’s needs & goals with their particular financial realities. 

The result is a custom-tailored plan that balances five key areas: tax exposure, risk, growth potential, income and legacy to meet our client’s financial objectives.

Your Plans are our Passion

We love what we do, we love the relationships we get to build, and we love seeing our Client’s goals be accomplished.

Our Clients have come to expect the combination of having of a well-organized financial plan, and the knowledge that they have a team of experienced professionals who genuinely care about them and their goals.

No matter what stage you are in:

  • Accumulating assets and need to create a financial plan & managed investment strategy
  • Fixing or adjusting plans, portfolios, or insurances designed in the past
  • In need of a retirement income plan that is both tax managed and may offer solutions for uncertainty, or
  • Your concerns revolve around legacy, insurance & long-term care, money strategies and estate plans

Precision Wealth is here to partner with you.  Come join our family.

Our Services

Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From managing your first portfolio to preparing for retirement, we’re here to serve you for the long-term.

Download Our Free App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

Download our app on the App Store! Download our app on Google Play!

Helpful Content

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

 

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Building Your Legacy

A four-step framework for building a personal legacy.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Rightsizing for Retirement

What does your home really cost?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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