Our Services
Investment Analysis & Review
We believe in goal-based financial planning, consulting, plan execution, and cash-out. We grow based upon your growth and work hard to generate the highest yielding returns we can. Every step in the process is always transparent, cloud-accessible, and with no hidden fees.
Personal Estate Planning
We offer a broad array of trust and estate services that are tailored to your specific goals and needs. Our strategies allow you to maintain your current lifestyle while providing for the future of your loved ones and your community.
Executive Compensation Planning
Tacia Wealth Management provides thoughtful, timely, and transparent independent executive compensation consultation. We offer expert analysis based on our vast knowledge of many executive compensation issues.
Charitable Giving Strategies
Many people don’t consider their financial plan complete unless it includes charitable giving. Their “share the wealth” attitude is more than an occasional donation to charity. It includes a long-term desire to promote the welfare of others by exercising their values in giving.
Retirement Planning
We do not take retirement planning lightly. Our advisors understand people’s need for a secure and meaningful retirement. We will help you find the right balance between affording the essentials while maintaining your lifestyle based on your personal needs and goals.
Educational Funding
Saving for the future of your child is one of the most important things you can do. The cost of tuition and other education expenses can start as early as elementary school. There are many options available for your child’s education and we’re available to discuss them all with you. We’ll design your own personalized plan using savings and investment strategies to help you meet your goals.
Tax Deferred Annuities
Annuities can be a vital part of your financial plan for retirement. If you’ve already contributed the maximum amount to your retirement account, annuities are a viable option to defer taxes on your earnings until you make withdrawals.
Stocks & Bonds
Having a diverse financial portfolio is key to achieving your goals for a sound financial future, whether short-term or long-term. Our advisors will help you understand investment products such as stocks and bonds, as well as the risk associated with them. Then we’ll match your investments to meet your goals.
Mutual Funds
Mutual funds are a great tool to use in your financial portfolio and could be a vital complement to another retirement savings plan. Tacia advisors will walk you through the types of mutual funds available and how they can help you achieve your goals.
Individual Retirement Accounts
An IRA account allows you to save for retirement with tax-free growth or an a tax-deferred basis. Our knowledgeable advisors are available to answer your questions about the types of IRA accounts available as well as the advantages and disadvantages of each. Based on this information you’ll be able to choose an IRA with the tax benefits that suit your needs and will allow your savings to grow.
401(k)/Profit Sharing Plans
401(k) and Profit Sharing plans allow you, the business owner, the ability to maximize your savings while minimizing your taxes. We offer creative plan designs that allow you to maximize your retirement plan by utilizing a large selection of ultra low-cost investment options. For those who don’t feel comfortable managing their own portfolio, we do provide managed investment plans. Another option is to use a true Fiduciary Advisor to the 401(k) plan who assumes full responsibility for the selection and monitoring of the investments offered in the plan. We don’t believe in proprietary investments so there’s no conflict of interest.
Simplified Pension Plans (SEPS)
Simplified Employee Pension (SEP) plans are an alternative to profit sharing plans available to employers or the self-employed. We can help you understand the tax advantages, administrative costs, and flexibility associated with these types of plans.
Life Insurance
There are many varieties of life insurance and choosing one based on your specific needs and goals can be a daunting task. We understand your desire to protect your loved ones after you’re gone and are equipped to help you make important decisions that will do just that. We’ll help you determine a method for calculating the amount of coverage you should carry.
Long Term Care Insurance
Long term care is available to assist you with basic personal care as well as performing everyday tasks. However, it can be quite expensive and not covered by health insurance plans. Because of these factors, you risk depleting your personal savings. We are available to discuss options to help you manage the cost of long term care.
Disability Income Insurance
Disability income insurance is available to protect you in the event you become disabled and are unable to work. Our knowledgeable advisors are available to explain the features, costs, eligibility, limitations, and exclusions associated with this type of insurance.
How Can We Help You?
Now that you’ve been introduced to our services, you may have questions.