Services
Wealth Management
As comprehensive wealth managers, Premier Wealth Advisors offer an array of services to help our clients improve their financial well-being. Since each client has a different circumstance, we customize your strategy by utilizing any one or more of these services. The value to our clients comes from the mutual understanding of their life issues. What sets us apart is that our client is a person and not a portfolio or a bank account. Investment management, financial planning, estate planning is not what we do, but how we do it!
Estate Planning
Preparing a plan of administration and disposition in order to manage uncertainty and reduce the costs of passing one’s assets on to the heirs.
Investment Planning
Identifying and implementing effective strategies to create and accumulate the financial resources necessary to achieve financial goals.
Charitable Planning
Exploring the many benefits of giving, helping you fulfill any philanthropic goals and to maximize the impact it has on financial and personal goals.
Education Planning
Projecting future costs of higher education and identifying strategies to achieve savings goals.
Insurance & Risk Management
Reviewing life, disability, property & casualty, long-term care and medical insurance and designing a program to help prepare against financial loss.
Small Business Planning
Analyzing the current business structure and exploring strategies for improvement regardless of the stage of the business life cycle.
Retirement Planning
Identifying the sources of retirement income and projecting whether or not the nest egg is sustainable over one’s lifetime.
Employer Retirement Plans 401(k)
From 401(k) profit sharing plans to defined benefit plans, together we will provide the options you need and guidance you deserve.
Tax Services
Analyzing the current tax situation and identifying strategies to minimize federal and state income tax liability.
Investors should be aware that investing based upon a strategy or strategies does not assure a profit or guarantee against loss OR No investment strategy can guarantee a profit or protect against loss.