By Robert Lachica, CFP® At Wealth Management Group, LLC, we are proud of our team. We'd like to share a little more about each team member in a … [Read More...] about Why I Became A Financial Advisor
What Makes Wealth Management Group, LLC Different?
A few of the characteristics that we believe differentiate us are: independence, flexibility, security, our competitive fees, service, and education.
Reduces the financial impact of property and casualty losses, lawsuits, disability or long-term care, risk of business ownership, identity theft and divorce.
Focuses on maximizing employee benefits, reducing taxes and having a carefully designed investment portfolio that places the correct amount of emphasis on risk tolerance, financial goals and rates of return.
Uses tax-efficient strategies to transfer wealth to your intended beneficiaries during your lifetime and after you’ve gone.
Identifies tax-efficient methods to transfer wealth to deserving charities that will support charitable causes in line with your own.
Take the First Step Today
If you'd like to learn more about how we may be able to help you, contact us for a no-obligation, no-fee consultation.
By Bob Rothe, CFP® About one in six Americans are currently receiving Social Security benefits, most of them retirees. Born out of the need for a … [Read More...] about Your 2019 Social Security Benefit Guide
By Manita Lam At Wealth Management Group, LLC, we are proud of our team. We'd like to share a little more about each team member in a series of … [Read More...] about Why I Became A Financial Advisor
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