Financial Planning

Our financial services firm, Customized Wealth Management (CWM), is affiliated with Lincoln Financial Advisors Corp. CWM’s goal is to use our many years of experience combined with reliable, personalized service to earn the privilege to help manage your financial future using investments, retirement plans, tax strategies and estate planning. We assist selected high-achieving clients design and implement wealth management practices in a tax efficient manner to help achieve financial goals such as:

  • comfortable retirements
  • organized household finances
  • successful wealth preservation
  • prudent tax strategies
  • thoughtful estate transfers

We help individuals and organizations identify economic and financial trends and risk tolerances that can affect their future and then develop appropriate strategies and responses to react to changes. CWM can prepare Individual, Trust, Estate, Corporate, Partnership, and LLC’s tax returns. We then use powerful financial and tax software to analyze your financial and tax situations and construct “what-if” scenarios. You can use this knowledge to help choose financial options while there is still time to maximize your financial opportunities and minimize your tax exposure. We work with you to implement those financial strategies. This can include, as part of our comprehensive financial services, personally representing you during IRS encounters. This results in integrated wealth management and tax strategies to help achieve optimum financial results.