Setting Sights.
Achieving Heights.
Financial Strategies to help you Live Your
Ideal Life
PROCESS DRIVEN
Personalized Client Experience
Elevate your financial future with tailored strategies and financial planning for generations of success. Holistic wealth management and comprehensive solutions for families and businesses.
Wealth Advisor
TRUST BEGINS WITH UNDERSTANDING
Accredited Investment Fiduciary
Above all else, we are committed to the fiduciary standard; which is intended to ensure that people who are charged with a role in managing other peoples’ money follow prudent investment practices and are–therefore worthy of the trust placed in them.
Together, We Can Prepare You to:
- Maximize Social Security benefits
- Secure basic life expenses with a guaranteed income you can never outlive
- Invest to protect yourself in any economic condition
- Plan for the increased health & medical likelihoods in retirement
- Decipher how to take money from your assets over time
- Maximize tax efficiencies to keep more of your money working for you
- Protect and plan appropriately for family and legacy objectives
- Get financially organized and create a plan of action
IN-DEPTH
Expertise
Elevate your financial future with tailored strategies and financial planning for generations of success. Holistic wealth management and comprehensive solutions for families and businesses.
Nestled in the heart of Granite Bay, California and Incline Village, Nevada in Lake Tahoe and extending our expertise across the country, Ideal Life Wealth Management prides itself on its fee-only approach to wealth management. Our esteemed client relationships – range from visionary entrepreneurs, to business professionals, doctors, lawyers and influential executives — and their extended families. As a result, their financial needs are often changing, requiring a high level of care and attention. This is why personalized, relationship-based service is an integral part of our offering.
Individual & Family
Wealth Management
- Risk Management
- Multi-generational Investment Planning
- IRAs, Roth IRAs, Rollovers
- Life Transitions & Protection
- Retirement Income Strategies
Business Retirement
Solutions
- Executive Benefits and Retirement Plans
- 401(k), Defined Benefit Plans
- Key Person Life Insurance
- Equity Compensation
- Employee Education
Estate & Tax
Considerations
- Income Tax Planning
- Social Security Analysis & Strategies
- Distribution Strategies
- Liaison between you and your attorney
- Legacy Services