Core Services
Stay on track towards your financial, family, & lifestyle goals.
Personalized Service
Rick Bitsky, JD, CFP® developed and refined the WealthGuard Milestone System and the WealthScan Review tools to provide clients with a high level of personalized service tailored to their multi-generational needs.
Our wealth management services include:
Fee-Only Financial and
Retirement Planning
Organize your financial life and gain confidence in the financial future for yourself and your family. Planning ahead can increase the chances that you will maintain your lifestyle through retirement.
Wealth
Management
A personalized wealth management plan can provide clarity of purpose, create the appropriate investment strategy, and save on taxes.
Fee-Based
Investment Management
Includes creation and active management of an investment plan through our WealthGuard Milestone System. It is designed to maximize performance while managing risks.
Manage Risks and
Insurance Planning
Wealth brings with it responsibilities and risks that are often unforeseen. We provide assistance in selecting assets, insurance solutions, trusts and other suitable strategies used to manage these risks.
Estate and Wealth
Transfer Strategies
We provide custom strategies to help you develop your overall family wealth plan. This includes tax planning, trust & estate planning, wealth transfer and tax-advantaged gifting strategies.
In addition to the expertise we provide in our office, we will also tap into a network of outside local and national specialists who can help solve virtually any client challenge.
*No strategy can assure success or protect against loss.
Contact us to get more information and request a no-obligation WealthScan Review™.