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How We Help

Our clients are at the core of everything we do at Client Centric Wealth Management (hence the name!). We are passionate about creating a long-term relationship with you and your family and provide quality financial advice.

We’re here to help you understand your many financial choices so you can worry less about your finances and focus more on enjoying the life you love. We can answer questions you may have, such as:

  • How can I afford to send my children to college?
  • Is it feasible to buy a second home?
  • Can I afford to retire?
  • When can I retire?
  • How much do I have to save to be able to afford my lifestyle in retirement?
  • What insurance needs do I have?
  • How can I reduce taxes?
  • My spouse passed away. What should I be doing to manage my finances?
  • How can I leave a lasting legacy for my family while still enjoying my own retirement to the fullest?
  • What would happen if I died “too soon” or lived “too long”?
  • Am I optimizing the best retirement vehicles for my personal situation?
  • Should I be concerned about asset protection? If so, what might I consider?
  • Are my estate documents fitting my wealth, concerns, and goals?
  • Am I protecting my best “asset location”?
  • What insurance needs do I have? Do I have or need an umbrella policy, disability insurance, or long-term care insurance?

From growing your family to saving for education costs to retiring, our meeting questionnaire will help us develop a comprehensive plan based on your needs.

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