Financial & Retirement Planning, Investment Management, Wealth Management

By: Svwealth  09-12-2011
Keywords: Financial Planning, Estate Planning, wealth management

At SureVest, we view Wealth Management as the balanced combination of professional investment management and personalized and ongoing financial planning. Unlike many firms who charge separate planning and asset management fees, all of SureVest services are included in our asset management fee, which is based on a percentage of your assets under our management.

We use our "state of the art" financial planning techniques and software programs to generate financial projections, needs analysis and comprehensive yet easy to understand financial statements. Our team helps clients answer the most important and challenging financial questions in areas such as:
Retirement - Do you have enough money to last the rest of your life? What level of income could your current assets support in retirement? Is your portfolio in line with your income goals? Can you afford a second home or a remodeling project?  Estate Planning - Are things set up in the most advantageous way for your beneficiaries? What type of Trusts, Wills or other Estate planning documents do you need?

Taxes - Are you paying more taxes than necessary? Could you be reducing taxes by utilizing different retirement plans or investment vehicles?

Education - How much do you need to set aside in order to fund higher education or specialized training for children and/or grandchildren, and what are the best investment vehicles for that objective? Risk Transfer – Are you over insured in some areas and under insured in others? What options do you have with existing insurance policies?

Keywords: Estate Planning, Financial Planning, Investment Management, Retirement plans, wealth management

Other products and services from Svwealth


Financial & Retirement Planning Services, Investment Management

Each SureVest client has a personal advisor that they can call at anytime to answer their questions and ensure that they get personalized first class service. This coverage does not protect against loss in market value of the securities, but rather provides protection against insolvency of the brokerage firm. It is an honor and a privilege to help clients manage their money.


Investment Planning, Investment Advisor & Financial Planner Phoenix & Las Vegas

Since SureVest has no financial interest in any particular investment product, you can rest assured that we always utilize those investments which offer the highest expected returns with the lowest possible cost. Investment discipline and risk management techniques are designed to deliver the highest returns with the lowest amount of risk.