We have created a standard of care checklist for our clients that is designed to give them the right information at the right time, based on the stage of life they are currently in. Our checklists include:
Items that evolve as you transition through each stage of life
A comprehensive approach to covering a variety of areas that you otherwise may have to ask someone else about or that you may not be aware of
The ability to get you through each stage of life with a well-defined plan and the knowledge to keep you protected
Millennial and Gen Z clients typically.
Debt management is usually a primary concern. Do you know which debts to pay off first?
Employment benefit management is often overlooked. Have you ever been given a benefit packet at work that made you feel overwhelmed?
Decisions made by younger people during this time are often critical to their long-term financial success.
There is nothing we enjoy more than helping our client’s children and grandchildren. Our clients are our family at Nevada Family Wealth!
Gen X and younger Baby Boomers typically.
Retirement planning is usually a primary concern. Do you think you are saving enough for your “ideal” retirement?
Have you protected your family finances in a way that increases the probability of success that your life goals are fulfilled even in the event a family tragedy was to occur?
Our relationship driven approach includes ongoing collaboration to assess your financial health over time.
Baby Boomers typically.
Consider the opportunities available to you if you were to have time, money and your health on your side? How confident are you that you won’t outlive your money?
Our state-of-the-art wealth planning tools can help you determine how much you should be spending based on your overall financial resources.
Due to our decades of experience, we help our clients avoid foreseeable mistakes that can be the difference between a successful or unsuccessful retirement.
Older Baby Boomers and the Silent Generation typically.
Client’s desire is usually to live independently with dignity.
Overwhelming desire not to be a burden on their children.
How will your family dynamic change once you are gone?
We are happy to facilitate family meetings with your adult children which sometimes include having “tough” conversations. Our expertise in this endeavor usually leads to more productive meetings which lessens the likelihood of hurt feelings and damaged relationships.
There is nothing we enjoy more than helping our client’s parents. Our clients are our family at Nevada Family Wealth!
