Financial Planning Made Simple
Ensuring you have a Financial Plan that covers all facets of your financial situation may seem like a daunting task to undertake. Fortunately, that's what we are passionate about. Our Financial Plans include areas such as cash flow analysis, retirement planning, risk management, investment management, tax management, estate planning, and much more. This may sound like a lot to deal with, but that's what we're here for. We ensure all bases are covered so you don't need to worry that you've missed any aspect of your financial future. At Latham Wealth Management, we leave no area of your financial life untouched which can help reduce financial stress and anxiety, so you can simply reap the rewards of your hard work.
Making Smart Money Decisions
When it comes to taking care of your financial life, you may be uncertain of what steps to take. Confident investing can be accomplished in three major steps. Through managing risk, fees, and taxes.
Help Reduce Taxes
It’s easy to forget about the effect taxes can have on your savings and investments. But there are many ways to reduce the taxes you are paying.
Sometimes, the biggest drag on performance is your tax liability.
Taking Care Of The Heirs
Without a proper estate plan, your assets may not go to your beneficiaries.
From simple to complex estates, having a thorough plan can help you work towards your goals of providing for those you love.
Asset Protection
With a wealth of resources to help protect you and your loved ones, there is no reason to feel unprepared. Through life, long-term care, and disability insurance, you can feel confident knowing your family is protected.
Magnify Charitable Interests
Wealth isn’t just about money; it includes your quality of life and the impact you can make on the lives of others. We can help you use your wealth to positively impact causes you are passionate about.
Extra Box
Years of experience have prepared us to guide you through your life transitions.
Riskalyze
What is your tolerance for risk? Riskalyze invented the Risk Number, which powers the world's first Risk Alignment Platform and is built on a Nobel Prize-winning academic framework. Find out how much risk you can handle.
Asset Map
An Asset-Map report visually organizes all of your finances on one single page, providing us with more insight to help you make smart money decisions.
Top 5 Concerns
Many don't want to take on the burden and stress of dealing with saving, investing, and financial health. Other times, it's simply hard to know what to look out for. Here is a list of the Top 5 Financial Concerns people have and how we help to help reduce the stress so you can enjoy your life.