Now that I’m independent, who can I trust to help me make prudent financial decisions?
Being the sole financial decision maker in your household can be stressful. If in the past you’ve had a partner or family member who helped in this area, but now you find yourself making these decisions on your own, you might consider partnering with a reputable firm who has the experience and knowledge to guide you.
Mission Wealth Management may help you by:
- Clarifying and crystallizing your goals and aspirations
- Understanding and evaluating your resources
- Optimizing your resources to align with your goals
- Identifying opportunities to improve your cash flow
- Managing your investments to meet your short- and long-term objectives
- Collaborating with your other advisors to make sure the advice you are receiving is coordinated and consistent
Educating you to help inform you of the ramifications of financial decisions - Creating a dynamic plan, that will be renewed annually, to meet your stated life objectives
Are my advisors working together?
If you find yourself making financial decisions in silos as you interact with your advisors one at a time, you might really enjoy the benefits of having advisors who collaborate together on your behalf.
Mission Wealth Management may help you by:
- Clarifying and crystallizing your goals and aspirations
- Understanding and evaluating your resources
- Communicating with your other advisors, once you grant permissions, so that they understand your short- and long-term objectives
- Collaborating with your other advisors to make sure the advice you are receiving is coordinated and consistent
- Facilitating the management of your advisors through structured, group meetings, as necessary
How can I ensure my children and grandchildren’s prosperity?
You’ve worked hard all your life to build your wealth. Allow us to help you design a plan that will serve the dual purpose of ensuring your own financial security while also creating a legacy for your heirs. We will facilitate family meetings and educate your children and grandchildren about sound money management principals and decision making.
Mission Wealth Management may help you by:
- Clarifying and crystallizing your goals and aspirations
- Understanding and ensuring your personal financial security
- Identifying the legacy you want to leave to your family
- Discussing the personal and lifestyle implications of wealth transfer strategies
- Investigating direct versus indirect gifting and how it might affect your children and grandchildren
- Exploring the benefits and challenges of immediate versus future wealth transfers
- Talking about asset protection goals and strategies
- Working in conjunction with your estate attorney and tax advisor to implement a strategy that meets your stated desires
This is our dream – can you show us how to live it?
You may be dreaming of your life in retirement and making plans for how you would like to enjoy this next phase. Allow us to help those dreams become a reality.
Mission Wealth Management may help you by:
- Clarifying and crystallizing your goals and aspirations
- Understanding and evaluating your resources
- Optimizing your resources to align with your goals
- Identifying opportunities to improve your cash flow
- Managing your investments to help meet your short- and long-term objectives
- Implementing a distribution strategy so that you can enjoy your lifestyle while protecting your future
- Collaborating with your other advisors to make sure the advice you are receiving is coordinated and consistent
- Creating a dynamic plan, that will be renewed annually, to meet your stated life objectives
Is my investment strategy optimal?
In this low interest rate environment it’s tough to get a reasonable amount of income from your investments. The economy is still unstable and the stock market uncertain. Allow us to use our expert resources to analyze your current portfolio and provide feedback on how we may be able to improve your investments through reduced fees, increased yield, more diversification or less risk.
Mission Wealth Management may help you by:
- Clarifying and crystallizing your goals and aspirations
- Understanding and evaluating your resources
- Analyzing the amount of risk you are taking for the amount of anticipated return from your current portfolio
- Assessing if the current investment strategy is structured to meet your goals
- Discussing available options to consider in order to maximize the return for every unit of risk you are assuming with your portfolio design
- uilding and managing an investment portfolio designed to meet your short- and long-term goals
How do I turn my company proceeds into the life I’ve always dreamed about?
As you begin to think about transitioning out of your business, there are many things to consider in regards to selling your company. We work with your other advisors to help you maximize the value of your business sale and design a plan to protect your wealth.
Mission Wealth Management may help you by:
- Clarifying and crystallizing your goals and aspirations
- Understanding and evaluating your resources
- Optimizing your resources to align with your goals
- Discussing available options to consider in order to maximize the return for every unit of risk you are taking with the proceeds from our company sale
- Building and managing an investment portfolio designed to meet your short- and long-term goals
- Implementing a distribution strategy so that you can enjoy your lifestyle while protecting your future
How can I best care for my parents as they age?
Caring for your aging parents is often emotionally and financially draining. You’ve probably wondered about how to provide care for them in their home, what options they have if they are no longer able to stay in their home, and how you can find the support and services needed to provide them with the dignity and care they deserve.
Mission Wealth Management may help you by:
- Clarifying and crystallizing your goals and aspirations
- Understanding and evaluating your resources
- Optimizing your resources to align with your goals
- Exploring the home care and housing options available to support your parents Assessing the benefits and costs of home care and retirement home communities
- Discussing the option of bookkeeping services to manage your parents bills
- Introducing and investigating senior living coordinators within communities, including private fiduciaries
- Develop a plan that incorporates your desires for your parents along with the financial implications
How much can I afford to give to charity and family each year?
Let us help you design a financial plan that will provide confidence that your lifestyle will be taken care of, while also creating a giving plan for family and charities that you wish to support. Many clients experience great pleasure in seeing the immediate impact their gifts have on the lives of so many.
Mission Wealth Management may help you by:
- Clarifying and crystallizing your goals and aspirations
- Understanding and ensuring your personal financial security
- Identifying the legacy you want to leave to your family
- Discussing the personal and lifestyle implications of wealth transfer strategies
- Investigating direct versus indirect gifting and how it might affect your children and grandchildren
- Exploring the benefits and challenges of immediate versus future wealth transfers
- Talking about asset protection goals and strategies
- Working in conjunction with your estate attorney and tax advisor to implement a strategy that meets your stated desires
How can we continue our comfortable lifestyle?
You may prefer to increase spending today and take advantage of travel opportunities while you feel healthy and mobile, with the option of downsizing your lifestyle later. Conversely, you may feel that you’d rather live more within your means now so as not to have to make major lifestyle adjustments in the future. Either way, we can design a distribution plan that will show you the options and the long-term tradeoffs of each so that you may make an informed choice.
Mission Wealth Management may help you by:
- Clarifying and crystallizing your goals and aspirations
- Understanding and evaluating your resources
- Optimizing your resources to align with your goals
- Discussing available options to consider in order to maximize the return for every unit of risk you are taking with your assets
- Building and managing an investment portfolio designed to meet your short- and long-term goals
- Creating a dynamic plan, that will be renewed annually, to meet your stated life objectives
An inheritance often changes your lifestyle, including the added responsibility of managing unfamiliar assets. If this new phase of life is creating new stresses, you may consider partnering with a reputable firm who has independence, experience, and knowledge to guide you.
Mission Wealth Management may help you by:
- Providing insight and prioritization of your goals and aspirations
- Evaluating and educating you on your resources
- Matching your resources up with your goals
- Implementing a distribution strategy so that you can enjoy your lifestyle while protecting your estate
- Collaborating with your other advisors to make sure the advice you are receiving is coordinated and consistent
- Offering a relationship with someone who knows you well and who you can trust to keep your plan well-run and keep you on track to meet your goals
How do I balance my career and personal life and effectively manage my finances?
Mission Wealth Management may help you by:
- Providing insight and prioritization of your goals and aspirations
- Evaluating and educating you on your resources
- Matching your resources up with your goals
- Ensuring your family is protected in the event of unforeseen circumstances
- Effectively managing stock option plans
- Building and managing an investment portfolio designed to help meet your short- and long-term goals
- Finding more free time through delegation
- Providing increased ability to focus on your personal life and career
- Creating a dynamic plan, that will be renewed annually, to meet your stated life objectives
Interested in getting started? Please call Dannell Stuart at (805) 690-3850 or email her at dstuart@missionwealth.com.