Your Dreams Matter
At Purpetual Wealth Management, LLC, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.
The Purpetual Process
Our approach in working with clients usually contains three initial steps: discovery or fact finding, presenting solutions and finalizing solutions.
Discovery and Fact Finder:
Every individual ﬁnancial plan we develop starts with as much knowledge about you as possible. Our ﬁrst meeting will be ﬁlled with questions and discovery as we seek to understand your unique situation fully in order to deliver you the best plan possible.
What is your family situation and status? What are your ﬁnancial concerns? What are your ﬁnancial goals? What would you like to do during retirement? What is the lifestyle you envision? What are your desires for wealth transfer after you pass?
We will ask you questions about your current investments as well as how much you have saved up for retirement, so bring your statements to the meeting to fast-track our ability to analyze your situation.
Present Solutions and/or Continue Discovery:
After we have done a lot of research and internal strategizing about your plan, our second meeting with you will include initial recommendations, which we will explain and discuss. Together we will determine which options might make the most sense as we start to drill down into the details of what will become a cohesive, written roadmap. Through further discovery, we may incorporate more solutions as our ideas crystallize.
Present Finalized Solutions and Paperwork:
Finally, we will move forward with the ﬁnal, written plan, and begin the process of paperwork to implement our selected solutions. Purpetual will do as much of this as possible to make things easy for you.
Even though these three steps outline the overall process of the Purpetual approach, it doesn’t stop there. We work with clients through the years to regularly review and adjust, and we are always just a phone call away.
We offer services in these three areas:
Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Protect the assets that can help you live the retirement you’ve always imagined.
Asset Protection Strategies
Long-Term Care Strategies
Provide for the people and causes you care about the most.
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Ready to take the next step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.