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.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Gaining a better understanding of municipal bonds makes more sense than ever.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, cracking the code on bonds.
A special needs trust helps care for a special needs child when you’re gone.
With alternative investments, it’s critical to sort through the complexity.