Whether you wish to give Warren Buffett a run for his money or simply desire to send your children to college and retire comfortably, building and preserving your personal wealth requires deliberate planning and specialized attention. At Streimer and Flusberg we offer one-on-one guidance to assist you in building a comprehensive financial plan that manages risk, improves performance, and ensures the growth and longevity that you envision for your wealth.
We help you…
Save enough for a comfortable retirement
By identifying your retirement needs, analyzing your assets and sources of retirement income, addressing estimated shortfalls, and preparing the best ways to save for retirement given your financial situation and risk tolerance, we help you paint a broad picture of what retirement will look like and how you’ll get there.
Pay for your child’s education
We help you define an accurate estimate of the amount of money you’ll need when college time rolls around. Once that vision has been solidified, we review estimated shortfalls and weigh general alternatives and strategies to calculate potential mishaps while developing an optimal savings plan suited to your specific financial situation and risk tolerance.
Protect your family in case you become disabled
An emergency fund is essential when it comes to your family’s well-being. There are many factors to consider: lifestyle, disability, health, home, auto insurance. We analyze everything to ensure you are well-equipped for whatever life throws your way. We also review your will and various powers of attorney designed to take care of your affairs should you become capacitated and unable to manage things on your own.
Achieve your investment goals
Investing is all about wise predicting. By helping you build increased predictability, we identify the necessary steps for minimizing risk yet maximizing returns.
Leave a legacy for your heirs
Little details maximize the value of your estate. Saving tax dollars, professional fees, and court costs, as well as, minimizing the costs of probate, creditors, lawyers, and estate taxes lower costs which can negatively affect the value of your estate. We also provide a road map for passing your estate down to your heirs.
“Live for Today, Plan for Tomorrow”
Good personal financial planning is a good start but it is not enough. You need the discipline and the accountability to follow through with the goals you’ve set out. Let us help you attain financial freedom.