Putting Time Back in Your Life To Allow You To Do What You Truly Love
The individuals we connect with often seek to delegate their finances in order to spend more time with their family, career or life passions.
At Twin Peaks Wealth Advisors, we have made a commitment to excellence in everything we do. That’s why we aim to help you clarify your financial goals to live the life you dream of.
Our clients all have different needs and different strategies in place, but we know that we all align on the values of planning, preparation, and accountability.
Below are a few (but not all!) of the common households and families we work with
Married Household with Children
For our clients who have kids, we know that their time is rarely their own. Outsourcing all financial considerations and planning is the utmost priority for those households.
Here are our priorities for those households with children:
- Cash flow analysis with frequent updates (kids are expensive!)
- Managing your debt strategy
- Evaluating and purchasing necessary life, disability, or long term care insurance
- Establishing a diversified investment strategy
- Tuition and education planning
- Assess retirement savings and evaluate retirement strategy
- Establishing an estate plan for when you are no longer around to provide
- And MORE!
Pre-Retirees
For individuals or couples who are approaching retirement, developing a cohesive strategy is a key exercise to get you on your path to retirement.
Here are the common topics we address:
- Assess retirement savings and evaluate retirement strategy
- Construct a strategy to pay for your fixed expenses in retirement
- Develop a holistic investment strategy with an emphasis on risk management and income generation
- Determine long-term-care needs
- Plan for major expenses such as a child’s wedding, a retirement home, etc.
- And MORE!
Retirees
For individuals or couples who are already in retirement, making sure you have a plan for your income, withdrawals, and taxes is an integral part of your retirement plan. Furthermore, having a plan for your personal care needs and legacy goals can provide peace of mind.
Here are some ways we help retirees:
- Develop your retirement income plan
- Create a budget/plan for your advanced healthcare needs
- Evaluate the tax treatment of your income streams
- Build in downside protection into your investment portfolio
- Identify your legacy planning and charitable giving goals
- And MORE!
If you are in the market for our Exit Planning services…
