What Life Events are on Your Horizon?
Life takes many turns and having guidance along the way empowers you to make confident decisions. We understand that your investments should play a vital part in building a life for you and your family, which is why we tailor our solutions to suit all stages of life.
Our planning specializations will help us to create a blueprint for your financial goals. Based on these goals, we will curate the financial instruments used in your wealth management strategy, which can include public and privately sourced equity, real estate, fixed income, and other investment vehicles.
Meaningful goals require meaningful discussions, both of which are cornerstones of Samalin Wealth's financial planning process. You deserve to have a clear picture of your finances now and a strategy that provides confidence as you move through various stages of life. As CERTIFIED FINANCIAL PLANNERTM professionals, we are trained to cut through the noise and deliver well-thought-out financial planning.
Our wealth management team, which includes an IRS Enrolled Agent and CPA, will analyze your investment-related tax circumstances, identify opportunities that may increase your net returns, and present these findings to you and your existing tax team.
*Samalin Wealth does not offer tax advice. Any tax information and tax planning provided by us are not to be construed as tax advice and should be reviewed and approved by the client's tax adviser prior to implementation.
Retirement Income Planning
You’ve worked hard to create your nest egg, and now it’s time to think about making your money work for you. Our top goal is to secure and grow your retirement funds for consistent cash flow—taking into consideration the unknowns related to health and longevity issues. We’ll partner with you and offer recommendations designed to match your cash flow needs with your balance sheet while also considering your risk preferences.
Divorce Financial Planning
Divorce is a significant life transition and requires expert financial advice including lifestyle analysis, assessment of settlement proposals, creation of housing options, and determination of support obligations. Our Certified Divorce Financial Analyst® professionals will provide an expert evaluation of your pre-divorce finances and help you to reach your financial potential post-divorce.
Book a Chat
Let's meet with us to discuss your wealth management needs.