Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

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.

  • one

    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.

  • two

    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.

  • three

    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:

Grow

Prepare for retirement by putting your hard-earned assets to work.
How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.
How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.
How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

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.

Or give us a call at 833.556.0602.