Few people randomly arrive where they want to be,
let’s discuss your plan that seeks to get you where you want to go.
FLEXIBLE FEE STRUCTURE
It’s your future. It should be focused on you and your agenda. That’s why we don’t work on commission or focus on asset gathering, so you can be confident that your goals are our only priorities – not selling products. Our fee only engagements are mutually determined by you and your advisor and is fully customizable. Our flexible fee structure allows you to pay only for advice you find valuable and tailored to your needs.
Today’s market complexity and volatility demand specialized attention and a holistic approach to wealth management. Our team approach to financial advice helps ensure that you receive truly comprehensive advice and solutions for your unique objectives.
The Four Levels
To optimize your financial strength, we adhere to the Four Levels of Client Service. We will work with you to ORGANIZE your financial world, CREATE scenarios for pursing your goals, PLAN for unpredictable events, and COMMUNICATE through proactive service.
“We are humanizing financial advice so it’s personal, accountable, transparent, proactive and client centered.”
Edmon “Jake” Tomes - CEO
Level Four Wealth Management is an independent wealth management firm comprised of a team of specialists dedicated to steering you towards financial success. We believe someone who needs financial advice does not need to purchase a product or transfer any assets. Providing objective advice is paramount for us to function as your investment fiduciary.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Good employee health can be great for the company’s bottom line.
Gaining a better understanding of municipal bonds makes more sense than ever.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Four vacation destinations you might never have thought of.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Estate conservation is too important to put off. Do you have a smart exit strategy?
You’ve made investments your whole life. Work with us to help make the most of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.