Who We Serve
Our goal at SS&G Wealth is to financially empower our clients at every stage of life. Whether you need to create your financial vision, design a financial plan, refresh your portfolio, or address a specific issue or life event, we can provide the assistance you need. We are specialists in retirement planning, financial planning and investment management.
- Individuals Preparing for Retirement: We work with individuals and families who are in the savings and growth stage of life. We help you plan for your retirement by using simple, easy-to-understand financial planning tools and solutions. Our goal is your goal – to put in place the strategies to help you reach a worry-free retirement.
- Individuals Already in Retirement: We work with those who are already retired whose goal is to protect and preserve the money they worked so hard to earn and save. These clients are often looking for income-generating strategies. We work with you to develop a prudent investment strategy with the goal of allowing you to enjoy a safe and secure retirement while generating the cash flow you need.
- Couples and Families: We work with couples and families to sort out and plan for life’s next stages and decisions including long-term care planning, estate planning, charitable gifts planning, retirement planning and tax efficient investment solutions. We also teach courses to educate the entire family on financial planning and college funding including “Financial 101 for Young Adults.”
- Owners of Closely-Held Businesses: We provide solutions for succession planning and financial solutions such as insurance for buy/sell needs, 401(k)s and retirement plans specifically designed for business owners and their firms.
- Senior Executives: We work with high level professionals providing advice and services for optimizing your corporate benefits including deferred compensation, stock options and concentrated stock issues.
- Physicians: We work with doctors and dentists to develop comprehensive financial plans that take into account the complex and changing world of healthcare to assist our physician clients with the unique aspects of managing all their financial holdings, transitions and transactions.
- Independent Women: We work with recently divorced, widowed, single and professional women looking for assistance with financial decision-making, planning and investment solutions. We have developed a unique program to encourage women to create a financial vision and bring it to fruition. Flourish™: Women & Wealth was created to empower savvy women to prosper in all aspects of their lives. This programs consists of exciting events, sound strategies and vital information geared toward helping women flourish personally, professionally and financially. See our calendar of events and join in the fun and learning!