Renaissance Wealth Management
OUR SERVICES
Our network of professionals provides individuals and business owners access to the professional knowledge and experience required to assess your goals and plan for your financial future.
While we often recommend the development of a comprehensive financial plan, we are also happy to work with you on specific issues related to protecting, growing, and managing your wealth.
In addition to providing assistance with the development of a plan for meeting your goals, our advisors are also able to help with selecting and implementing the right product or investment strategy into your overall financial picture.
A list of specific services is outlined below:
FINANCIAL PLANNING & INVESTMENT MANAGEMENT
Individuals
Comprehensive Financial Plans
Tax & Estate Planning
Retirement Planning / IRA Rollovers
Investment Allocation Design
Fee-based Investment Management
Variable & Fixed Annuities
Education Funding
Charitable Gifting
Long-Term Care Planning
Life Insurance
Business Owners (in addition to the above)
Business Continuation Planning Exit Strategy Development
401k Profit Sharing & Pension Plans
Deferred Compensation Plans
Self-Employed Retirement Plans
QUALIFIED RETIREMENT PLANNING
With the changing regulatory environment in qualified retirement plans, it is crucial to work with an advisor that understands the regulations and how they affect you and your business. Let us use our expertise in this area to help you review your plan design and assist with the management of your fiduciary responsibility.
Services include:
Retirement Plan Design & Implementation
Initial Selection of Investment Options
Ongoing Monitoring of Investment Options
Customized Employee Education
Fiduciary Process Management
ERISA Section 404(c) Review
CONSULTING SERVICES
Consulting services are available on hourly and project-based fee designs. Contact us to discuss.