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.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Understanding the value of a home warranty.
Even low inflation rates over an extended period of time can impact your finances in retirement.
A change in your mindset during retirement may drive changes to your portfolio.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How do the markets usually react to elections? Was the 2016 election any different?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here is a quick history of the Federal Reserve and an overview of what it does.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.