Services
Who We Serve
Individuals & Families
Feldman Hanks Wealth Management (FHWM) prioritizes each individual's or family's unique life journey. We aim to understand your personal goals and objectives, both pre- and post-retirement, to create effective financial planning strategies. Our approach emphasizes risk management while aiming to maximize financial growth.
Small Businesses
Our goal is to alleviate stress on business owners by providing tailored solutions in key categories: We provide comprehensive management and administration of retirement plans, including 401(k), SEP IRA, and SIMPLE IRA options. We offer guidance and solutions for handling and optimizing company cash accounts.
High Net Worth Individuals
FHWM is equipped to serve the complex needs of high net worth clients. Leveraging our extensive experience, we focus on helping you preserve and transfer your wealth according to your vision through: Adhering to sophisticated tax planning strategies. Implementing comprehensive estate plans to preserve assets and fulfill legacy objectives.
Your Financial Plan Should Be As Unique As You Are.
At Feldman Hanks Wealth Management (FHWM), we recognize that no two financial situations are alike. We design our services to accommodate every stage of your financial journey, tailoring our approach to your unique goals. Whether you are an individual, family, small business, or a high-net-worth client, your services will be personalized to match your distinct objectives.
Investment
Planning
Manage your wealth with strategic investment advice tailored to your risk tolerance and financial goals.
Retirement & Income
Strategies
What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.
Social Security & Medicare Planning
Plan your future with a personalized retirement plan guiding you through saving strategies, investment options, and income planning.
Estate Planning
Nothing is more important than preserving your legacy that you worked hard for, that's why implementing a sound estate plan is integral to any financial plan.
Insurance Planning
Protect what matters most with tailored insurance strategies to safeguard your assets and income against life’s uncertainties.
Our Process
Take the first step toward securing your future with us. Our first priority is helping you care for yourself and your family by understanding your personal situation, goals, and risk tolerance. Long-term relationships built on open, honest communication are the cornerstone of our success.
Discovery & Gather Data
Our process starts with an introductory meeting where we collect all relevant financial information. We then discuss your financial goals and objectives to prioritize them, aiming to ensure our strategies align with what matters most to you.
Analyze & Develop Plan
Based on the information gathered, we analyze your current financial situation and evaluate both your existing strategies and potential alternative actions. We then develop a tailored financial plan to pursue your goals.
Present & Implement
We present and discuss the recommended strategies, choosing the best course of action in collaboration with you. We then implement the strategy and review it periodically to ensure it continues to align with your intended financial goals and objectives.
Download "Retire Happy," Our Free Ebook!
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."