Comprehensive Financial Planning
Comprehensive financial planning prepares you for all aspects of life. At Straightforward Wealth Management, we help individuals, families and businesses reach their short- and long-term financial goals by recommending strategies based on their needs.
We take a personalized approach to financial planning. We get to know each of our clients so we can better understand their lifestyles and goals. We discuss where they are now and where they want to be, both financially and personally. As a result, we are able to guide them through anything that life may present.
Along with finding out about your life and finances, we discuss your risk tolerance, so that we can make a plan that you are confident in. Some of the areas that we will discuss with you include:
Tax Reduction Strategies
Generational Wealth Planning
Social Security Income Planning
If you are receiving natural gas royalties, we can also recommend how to best handle them, considering life changes and market fluctuations.
Using a simple approach while also thinking outside the box, we design customized financial plans for all our clients. Call us at 570-378-2825 or use our online form to get started planning for your future.