Broker Check

Your Financial Goals & Objectives

Wealth creation and preservation is the primary focus Ametrine Wealth Strategies. 

Without proper planning and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life's uncertainties and natural calamities. Financial products serve as a medium to help you realize your objectives. An investment vehicle should be selected only after you have listed your goals and done an analysis of how you can best achieve them.

Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio. The selection of a product should be the last part of your financial process -- not the first.

Together we can help you identify your goals, analyze your risk profile, assess your needs and establish a plan of action. Our job is to manage them.

Maintaining and improving your standard of living, maximizing wealth, helping you prepare for monetary independence in retirement and making sure that your loved ones are always taken care of are extremely important to us. We truly enjoy helping our clients, particularly as we see their goals accomplished over the years.

As you prepare for our initial meeting, consider the topics discussed in these brief summaries and how they relate to your long- and short-term financial goals and objectives.

Making Your Retirement Everything You Dreamed It Would Be

Imagine waking up on your first day of retirement. What will you do all day? Play golf? Romp with the grandkids? Go sailing or take a trip? You'll need a plan to turn your dreams into reality. On that first morning, you'll want to awaken to a retirement lifestyle that is as comfortable, or more, as when you were at the peak of your career.

Planning a Legacy for Loved Ones

After decades of working hard, saving, and investing, it's common to want to share what you've accumulated with those around you. If you are one of millions of Americans who are concerned about leaving something to family members or a favorite charity, now is the time to begin planning your legacy. Employing the appropriate giving strategies now may help increase the value of your gifts both to yourself and your intended heirs.

Educating Your Children

If you have children and you want them to attend college, the first day of classes will be here sooner than you expected. When that day comes, you'll likely face one of two scenarios. It could be that you'll wave good-bye as your child's car pulls out of the driveway packed with school supplies and dorm furniture, knowing that you've planned well for the expenses — expected or otherwise — that the next four years are certain to bring.

Or you could wave good-bye with a lump in your throat, wondering if the next four years will be filled with loan applications, financial aid requests, and the specter of having to scrimp and save to make each tuition payment.

Protecting Your Home

Part of the American Dream is to own a house. But having a home that you work to make a special place, where you raise a family and spend your happiest moments, is much more than just having a roof over your head. It's a major financial commitment to own and maintain a home, so it's important to think of it as one of your most important investments — one that needs to be protected. Planning to safeguard your investment in your home is critical to help ensure it will be there to protect your family for years to come.

One way to help ensure your family can pay off the mortgage if something should ever happen to you is to consider insurance products for mortgage protection. The death benefit from the appropriate Permanent Life or Term Life insurance policy can help your family retire the mortgage and help preserve their current lifestyle and their dreams for the future. Protecting your family's future now may help you put your fears to rest so you can focus on living like you want to.

There are many financial products and services out there to choose from. I can help you decide which are the most appropriate for your situation and help you make adjustments as your needs change in the future.

Protecting Your Income

disability income insurance (income replacement) based upon expense needs.

Please call Ametrine Wealth Strategies  with any additional questions or to request more information

(800) 560-1988

or E-mail