Full Service Financial Services Firm
Wealth & Financial Planning |
Services
We service individuals and businesses in all areas of investment planning.
Our Services Include:
Retirement Planning
Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire confidently. Help managing assets before and during retirement.
Tax Management
Developing tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Investment Planning
Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.
Education Funding
Recommending investment and accumulation strategies to help you pay for your children's education.
Risk Management
Reviewing existing insurance policies. Finding a suitable policy for your situation.
Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.
Estate Planning Strategies
Working with estate-planning and trust specialists to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, and reduce potential exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Astra Wealth Advisors and LPL Financial do not offer legal/tax advice or services.