Few people randomly arrive where they want to be,
let’s discuss your plan that seeks to get you where you want to go.
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.
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.
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.
“We are humanizing financial advice so it’s personal, accountable, transparent, proactive and client centered.”
Edmon “Jake” Tomes - CEO
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.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
What does the Tax Reform and Jobs Act mean for you?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
There are ways to improve your physical fitness without denting your fiscal fitness.
It may help your business be better prepared in the event of the death of a principal or key employee.
Tax preparation may be the perfect time to give the household budget a check-up.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, cracking the code on bonds.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When should you take your Social Security benefit?
Do you know how to set up your financial goals for success? This knight does.
Even low inflation rates can pose a threat to investment returns.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”