Personal and Family Planning Services
At Shute Battaglia Wealth Advisors, our clients have worked hard over the years to accumulate their wealth. They now find themselves in need of professional guidance and help coordinating the various moving pieces of their financial lives. The support we provide is outlined here.
Through open and honest conversations we learn what is most important to our clients now and in the future, and we create a financial roadmap to serve as the centerpiece of our relationship. From this strong foundation, we are able to identify not only what is needed to support the plan throughout their life, such as transferring wealth to a loved one, but also when it will be needed. This process is supported by our ongoing client interactions, meetings and exceptional service standards.
We believe helping clients coordinate all of the decisions and choices related to their financial wellbeing, both good and challenging ones, creates positive outcomes and lasting relationships.
- Financial Planning
- Pre-retirement and Post-retirement Planning
- Investment and Wealth Management
- Tax Planning
- Charitable Giving
- Estate Planning
- Life Insurance
- Long-Term Care Insurance