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.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Can you keep up with your children’s mobile slang?
Is your estate in order? This short quiz may help you assess your overall strategy.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Simple steps may help you foil hackers and protect your privacy.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.
Taking your Social Security benefits at the right time may help maximize your benefit.