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Financial Planning

You want to achieve financial stability, now and in the future.  But while you know you need a clear plan to achieve wealth and independence, you're not quite sure how to get there on your own.  Motz Wealth Management is here to help.  Our caring and compassionate financial professionals can work with you to develop a customized financial plan that works for you and your family. 

At Motz Wealth Management, we are able to provide advice on a wide range of financial issues, whether you have questions about planning for retirement or need help developing a plan to fund a child's college education.  Melissa and the rest of the Motz Wealth Management team can work with you to:

  • Work with you to develop a plan to achieve your financial goals
  • Make recommendations regarding investment or retirement accounts
  • Address long-term planning issues, such as retirement planning or funding a child's college education
  • Make recommendations to more efficiently reduce your debts
  • Create an effective strategy for managing your income
  • Make recommendations about life, disability and long-term care insurance
  • Provide advice on tax questions
  • Help you develop an estate plan, if desired

With our financial planning services, you’ll receive:

  • One complimentary consultation
  • A comprehensive and customized financial plan
  • One meeting to discuss plan recommendations and answer any questions you may have
  • Implementation of the plan
  • Regular portfolio reviews (quarterly, semi annually, or annually)

The professionals at Motz Wealth Management are here to provide compassionate, balanced advice that helps you take control of your financial life. Contact us today to schedule your complimentary consultation. 

Learn more about our Financial Planning package.