|
Preston & Cleveland Wealth Management provides financial planning and investment advisory services to individuals and families on a fee-only basis. We do not accept commissions.
Our financial planning services are based upon your personal goals and objectives and we customize our services based on your specific needs. P&C services typically include, but are not limited to, the following areas:
-
Net Worth Statement Preparation and Analysis
-
Cash Flow Planning
-
Risk Management and Insurance Planning
-
Tax Planning
-
Education Planning
-
Retirement Planning
-
Estate Planning
-
Charitable Planning
-
Executive Benefit Planning
-
Investment Consulting to 401(k)/Defined Contribution Plans - assisting plan sponsors with selecting investment options, model portfolios, preparing Investment Policy Statements, and advising plan sponsors on meeting their fiduciary responsibilities
-
Due diligence, analysis, and monitoring of investment real estate including advice on 1031 exchanges
-
Trust management and planning
We assist you with implementing our recommendations and coordinate our work with your other advisors. We believe that financial planning is an ongoing, life-long process, and we update our analysis as appropriate to make sure you are on track to achieve your goals.
Since we do not sell products or accept commissions, you can be assured that our investment recommendations are objective and unbiased. P&C’s investment success is based on the systematic and disciplined implementation of a consistent investment philosophy that incorporates prudent diversification, a focus on long-term investing, and a level of risk that is appropriate for your specific situation. Capital is managed in a flexible style depending upon your financial resources, goals and objectives, and tolerance for risk.
|