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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Five strategies for managing your student debt.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Being healthy not only makes you feel good, it may also help you financially.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A special needs trust helps care for a special needs child when you’re gone.
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Peer-to-peer payment apps are one of the newest ways to send money.