People Planning For Retirement
Whether you’re approaching retirement now or if you’re planning for the future, we can help get you started towards income planning for your retirement lifestyle.
Our team works with beginner investors to expand upon your current 401(k) or other retirement plan. Schedule a meeting with our team today to discuss our diverse approach to retirement savings.
Diverse Groups Looking to Make the Most of Their Personal Assets
We are experienced in working with women, minorities and all populations to expand and preserve your personal financial assets. Together, our goal is to help make the most of your current 401(k) plan, lottery winnings, and portfolio to help you better plan for the future.
People Planning for the Next Generation
At Ad Astra, we are here to help preserve your personal assets for the future.
Our generational wealth transfer strategies and knowledge of inheritance and estate tax requirements can help support you in determining how to pass your hard-earned personal investments with as little impact to your family’s future finances as possible.
People Going Through a Life Transition
When the unexpected occurs, our team can help provide additional support as you go through your life change.
We work with divorcees to assist in creating a personalized divorce plan tailored to your personal assets and lifestyle needs. Additionally, our CFP® professionals are here to support you when you’ve experienced the death of a loved one. We can help you manage inherited IRA plans, life insurance policies, and other personal financial accounts as you go through this difficult time.