Investment Management
Our client’s intentions and needs are at the heart of the investment strategies we create, implement, and manage for them and their family. The strategies will help them achieve their short-term and long-term goals.
Financial Planning
Our Get-in-Gear (GIG) programs are customized to the unique needs of our clients. We partner with our clients to help them create a transparent plan for where they are and be intentional about how their money and wealth supports their goals and lifestyle desires.
*Financial Planning services are included for households with over $500k in investable assets with Urban Wealth Management Group.
Retirement Planning
With the decline of pension programs offered by employers, the onus of retirement planning now falls upon the individual. Whether a client is just getting started or getting closer to retirement, we can help prepare for retirement or help during retirement to secure a plan that meets our clients unique objectives.
Insurance Services
To safeguard against risk, we believe a good long-term financial plan includes insurance. Depending on our clients unique situation, we offer life insurance policies including, but not limited to, long-term care, whole life, universal life, annuities, etc for future income protection. Because on average women live longer than men, and often are responsible for supporting children, parents, and other loved ones we recommend insurance as a financial tool to protect our client’s lifestyle.
Estate Planning
A crucial aspect of securing your financial legacy and ensuring the smooth transition of assets to your loved ones is planning for your estate. Estate planning is a proactive and thoughtful process that involves making important decisions about your assets, healthcare preferences, and the well-being of your family. Whether you are just starting to build your estate or have accumulated substantial wealth, estate planning is essential for everyone.