Our firm specializes in helping individuals develop personalized retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We work to educate our clients about financial concepts and products, and we try to take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and we find one of the biggest concerns for many is outliving their money. Along with planning, we focus on money management, as well as other issues that are critical to your financial well being.
Traditional, SEP, and simple IRAs
Individual brokerage accounts
401(k), 403(b) and 457 rollovers
Tax strategy planning
Money purchasing plans
Profit sharing plans
Find out how much investment risk you're willing to take on by discovering your Risk Number®.
Approximations for questions like 'How Much Home Can I Afford?' or 'What's My Potential Estate Tax?'
Connect with a 4PWT professional. We're happy to answer questions and assist in any way we can.
1Neither 4P Wealth Trust, a Member of Advisory Services Network, LLC nor Advisory Services Network, LLC provides tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. You should always consult your own legal or tax professional for information concerning your individual situation.