Relaxed & Friendly
Our Programs Are Tailored To Suit You
Our clients understand that individually-held fixed income securities can help provide a measurable reduction of risk over an investment in bond mutual funds. We specialize in managing fixed income portfolios, tailored specifically to each client. Our active management of individual fixed income securities allows our portfolio managers to continually identify and act upon opportunities to help maximize returns on behalf of clients. For example, active management of individual bonds allows us to take advantage of market dislocations and other short-term developments in order to capitalize on every opportunity to upgrade for higher yield or capital gains.
Building a financial plan with an advisor makes a world of difference in achieving your retirement goals.
Wright Financial Group, LLC deals head-on with the many important decisions and risks faced by current and future retirees. We help clients determine when they can retire, the ideal time to start taking Social Security, and educate them on investment cash flow. Some of the most crucial decisions people face involve selecting investments that will provide a life-long income, offset inflation, and rising healthcare costs. We are proud of our more conservative, realistic approach, and in turn, the many clients we have helped along the way.
fixed Income solutions
Affluence comes with its own set of needs and challenges. Wright Financial Group delivers attentive service to high-net-worth individuals, trusts, etc. to develop effective wealth and investment management strategies. We work in conjunction with clients’ CPAs and lawyers for sound planning. If you desire generational income, estate planning, income tax strategies, or have philanthropic goals, we will help develop and implement the best plan for you. Life Insurance planning and Long Term Care Insurance planning are products that have been practiced and managed at Wright Financial Group for over a decade. Life Insurance planning and Long Term Care Insurance planning are products that have been practiced and managed at Wright Financial Group for over a decade.
Tools For Your Estate And Tax Planning Needs
Our clients have many diverse estate and tax issues that they may wish to address through estate plans. Some clients wish to help maximize the wealth they have built for their families, while others may wish to provide the bulk of their estates to charitable organizations. Many clients have built up large IRA and 401(k) plans, and do not want to pass on up to 75% in potential taxes on those assets to their families. No matter what your individual planning needs are, we can help you accomplish your goals for the future. In addition, an important goal for us is trying to help you significantly reduce taxes that can be incurred when you pass on your financial legacy.
Legacy And Wealth Preservation
You have worked a lifetime to build your family’s legacy and wealth. Preserving that is the most important goal we can help you achieve. We want to help you make certain that your family’s future is protected, by helping you leave a greater legacy. Our goal is to help you pass on your estate to the rightful parties you designate, through a sound plan that protects you and your family while potentially minimizing taxes. Our clients can enjoy wealth preservation and legacy enhancement, through our sound advice. We will do our best so that you can enjoy a simple, time-saving, and effortless experience working with our firm.
Part of helping to protect your financial future involves making sure you have adequate health insurance. Our insurance agents are specially trained in health and Medicare Supplement insurance. Our firm is contracted with several insurance companies and is uniquely positioned to help find you the best rate and coverage. You will rest assured that you have the right coverage and a great rate.