Services
At Ledgewood Wealth Advisors, we provide comprehensive wealth management solutions including the following:
Financial Planning
- Custom plans with regular monitoring
- Retirement Planning
- Cash flow analysis
- 401(k) and 403(b) strategy
- IRAs – Traditional, Roth and SEP
- Profit Sharing Plans and Money Purchase Plans
- Education Funding Planning
- 529 Plans
- Education IRAs
- UGMA and UTMA
- Estate Planning
- Important Documents
- Wills
- Durable Power of Attorney
- Trusts
- Living wills and healthcare directives
- Family Gifting
- Generational Planning
- Philanthropic Planning
- Tax Planning
Investment Management
- Identify objectives and risk tolerances
- Determine asset allocation
- Incorporate liquidity needs
- Recommend investment portfolio
- Rebalance
- Monitor performance
- Regular review
Insurance
- Life Insurance
- Disability
- Long Term Care