Financial Planning begins with a thorough evaluation of the individual's current financial situation and future expectations. The Advisors at Seven Fields Wealth Management will assess your long-term goals and create a strategy for accomplishing them that reflects your personal and family situation, risk tolerance, and future expectations.
Retirement Planning : Focusing on achieving the retirement income you will need. We evaluate factors like planning the timing of Social Security, making Medicare and other health insurance decisions, tax planning during retirement, and combating longevity risk.
Income Assessment : Know where your money is going. How much is needed for necessities and what is available to save and invest.
Education Planning : Helping families to plan for the needs of their children
Tax Strategies : Discover ways to reduce current and future tax liabilities