Protect Your Financial Future
ETS Wealth Management
At ETS Wealth Management, our goal is to help clients realize their financial dreams by offering strategies through an open and transparent process. As fiduciaries, our advisors are legally obligated to put our clients’ interests ahead of our own.
While empowering you to navigate today’s complex financial world, we customize a plan to fit your individual, family, and business needs.
~Anonymous
Assets & Risk
We pride ourselves on providing retirement strategies to %%CITY, STATE%% and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Investment Management
Our main objective is to assist you in navigating today's complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.
Insurance Solutions
Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.
Retirement Planning
Income planning for retirement can be a daunting task for many retirees. At %%COMPANY NAME%%, we are here to help you navigate throughout phases and to help you make sense of the tax advantaged vehicles used to accomplish your goals.
Social Security Maximization
Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Tax Planning
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Our Process
5-Step Retirement System
1. Selecting a Financial Service Professional
Step One explains the role of a financial services professional and introduces New Generation Retirement Planning (takes place in 1st Appointment).
2. Fact & Feeling Finding
Step Two encompasses thought-provoking questions about your financial well-being. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback (takes place in 1st Appointment).
3. Retirement Planning
Step Three allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal presentation using the Color of Money, Social Security Maximization and Retirement Compass reports that allow us to engage in the important task of feedback prior to execution (takes place in 2nd Appointment).
4. Solutions & Executing
Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies (takes place in 2nd or 3rd appointment).
5. Ongoing Relationships
Step Five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-add, with technology that includes Generational Vault, ByAllAccounts, and Wealth Watch, and client engagement that includes client appreciation events, review meetings, webinars, and workshops. We treat you like family and want to be there to help you celebrate your birthday or anniversary or be there when you feel under the weather.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Color of Money Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.
Schedule Your Complimentary Meeting
Submit this form and we will contact you to schedule a complimentary, no obligation meeting.