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Services We Provide

At Level Four® Wealth Management, our goal is to be your partner for all of your financial needs. We serve individuals and businesses in all areas of financial planning, including:

Retirement Planning

We can help to simplify the complexities of retirement planning. By reviewing your current financial situation, we will determine what you may need to achieve your needs before and during retirement. We will help you make the most of your employer-sponsored retirement plan and develop a distribution plan that will provide the retirement lifestyle you desire.

Tax Planning

Our experience in tax codes can help ensure your assets are managed in an efficient and appropriate manner. We can propose tax-reduction strategies to help minimize your current and future tax burden. We are able to work directly with your current tax professional or provide you with a reference.

Estate Planning

We will review your wills and trusts with the goal of preserving your estate for your intended heirs. We can help with beneficiary designations and minimize your exposure to estate taxes and probate costs. We are happy to coordinate with your current tax and legal advisors to come up with a cohesive plan for your legacy.

Risk Management

Our Insurance Audit program is designed to ensure that our clients have the most appropriate solutions at a competitive cost. As with all of our services, the result of the audit will be an independent, objective evaluation of your goals and current situation.

Education Funding

We can help you project what it may take to fund your children’s or grand children’s education. By understanding your education funding needs, we will be able to propose investments and accumulation strategies to help ensure you're prepared.

Investment Management

We will review and discuss your asset allocation needs, investment objectives and risk tolerance to determine which strategies would be suitable for you. Based on this information, we will recommend the appropriate combination of investment vehicles and create a custom plan with the objective of helping you pursue and exceed your goals.

Employee and Executive Benefits

High employee turnover costs business owners time and productivity. We can help your business attract and retain qualified employees through cost-effective benefit packages.