Strategic Wealth Coach, LLC

"Planning from beginning to end"

A Wealth Coach is someone trained in all areas of financial life to minimize the negative issues and maximize the positive opportunities to help  you Build and Maintain Wealth, and be able to do what you desire in retirement.

Let us help you Maximize your Investments - Given your Risk Tolerance, Protect your assets by Managing your Risk and assisting with your Estate Planning.

We can help you minimize the Impact of Taxation on your Wealth.

The Decision is up to you.  We are here to assist you.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

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