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Strategic Wealth Solutions
402 Country Ridge Circle
Bel Air, Maryland 21015
alex@strategicwealthsolutions.net
Office: (410) 569-3139
Mobile: (443) 807-8080
Strategies that we may consider to build your
wealth may consist of:
Retirement
Planning
Having the ability to retire comfortably and
free from financial pressures remains the main issue for our
clients - both business owners and employees. It is critical
that the retirement plan be properly designed, implemented,
communicated and administered. Retirement plans are dynamic,
changing as client's businesses and tax laws change. They
demand continued and careful analysis, IRS compliance review
and plan administration. The appropriateness of a "qualified"
or "non-qualified" plan for any individual is determined based
on the individual's existing financial condition, as well as
on his or her goals and dreams.
College
Funding
We will work with you to maximize the benefit of
each dollar that is needed for your child's college
expenses. Do you dream of your child or grandchild going
to college? Higher education comes with a high price tag, but
it's an expense you can meet through proper financial
planning. Let us help you calculate college costs, evaluate
funding options and create an education strategy tailored to
your goals.
Options may include:
State-sponsored college savings plans (529s)
Education Savings Accounts
Traditional and Roth IRAs
Custodial accounts (UGMA/UTMA)
Education
Trusts
Estate Planning
We assist you in the design and implementation
of programs to ensure that your wealth is passed along to
family or others, without being negatively impacted by estate
or inheritance taxes. This service enables you to plan
your personal estate to help ensure maximum distribution and
conservation to future generations. |
