Why a CFP?
Certified excellence in education, examination, experience, ethics, and enforcement.
Our Philosophy
keep your investment costs as low as possible, and your money available to you when you need it.
Financial Literacy
Want to learn more about retirement, Social Security, or estate strategies?
Financial Plan
If you have financial goals, you should have a written financial plan. A financial plan can help you figure out how reduce debt, get your spending back on track, prepare for retirement or your kids college, and how to best position your investments. A financial plan from Olde Wealth Management will include
- goal identification and prioritization
- budget analysis
- Social Security maximization
- pension maximization
- current investment allocation
- suggested investment allocation
- analysis of stock options and restricted stock
- college planning
- Monte Carlo analysis to determine if you are on track for meeting your goals
- strategy recommendations
- estate planning strategy
- debt analysis
- insurance needs analysis
Portfolio Management
Do you ignore or struggle with managing your portfolio on an ongoing basis? Perhaps you randomly selected some investments and do not monitor or re-balance them. Portfolio Management with Olde Wealth Management
- includes a financial plan (detailed above) at no additional cost
- provides ongoing help with the management of your assets
- We manage your accounts and do all trading for you
- cost of this service is a small percentage of assets
- managed accounts are held at Charles Schwab