About

^{Lifelong Financial Strategies. Family Approach.}

At H2R Wealth Management, we deliver a family approach to lifelong financial strategies.

You can count on us for:

Valued knowledge and experience
Strategic financial advice provided through regular communication
Quality products and services that fit and evolve with your needs
Availability and timeliness to address your concerns and changing life situations
A service delivery style where you can feel comfortable
Acting in your best interest as a fiduciary

We are committed to an ongoing relationship with you:

Whether you are just starting to accumulate wealth or already have significant net worth
Spanning your lifetime and as well as future generations of your family
With mutually respectful understanding

We will be by your side as you navigate the common challenges of:

Striving to build wealth
Preparing for the unexpected
Preserving your assets

We will take the time to understand you, including your:

Needs
Wants
Goals
Dreams

We will work with you to:

Identify personal financial strategies
Improve your lifestyle today, where feasible
Provide the foundation for a sound retirement in the years ahead

Lifelong Financial Strategies

Investment Strategies

Build a portfolio & asset allocation in line with your risk tolerance and goals
Create a contingency fund to provide for unforeseen expenses
Utilize tax efficient investment vehicles when needed

Retirement Income Planning

Utilize cash flow analysis to find retirement income need / shortfall
Generate optimal lifelong income
Apply a multi-source strategy for preserving income
Provide ongoing monitoring of the plan after retirement

Estate Planning

Review critical estate documents and beneficiary designations
Guide you on making estate administration easy for your heirs
Investigate potential Estate Tax reduction strategies

Income Tax Planning

Analyze tax impact of decisions
Identify strategies to reduce current and future tax liability
Research optimal amount to convert to Roth IRA