SERVICES
WHAT WE DO
FOR CLIENTS.
At More Than Wealth, we believe retirement should be a time of growth, not risk. Our services are designed to protect your assets while ensuring they continue to work for you. Through personalized strategies in asset protection, family legacy planning, extended care solutions, and tailored retirement income plans, we aim to provide you with the peace of mind and financial security you deserve.
ASSET
PROTECTION
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
FAMILY LEGACY
PLANNING
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance
TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
EXTENDED
CARE SOLUTIONS
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
RETIREMENT
INCOME
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
ARE YOU READY TO SOW
THE SEEDS OF YOUR
FINANCIAL FUTURE?