Your Dreams Matter
We believe everyone should be able to live the retirement they’ve always wanted. Instead of a “one-size-fits-all” retirement plan, we believe in a tailored plan with your needs, values and goals at the heart of it all. At Raleigh Wealth Solutions, we can help you better understand and manage your finances, reduce the stress of retirement planning and enjoy your retirement the way you have always dreamed, with income to last.
Your Complimentary Second Opinion Service
When we review your portfolio, we’ll take a look at your current financial situation and help discover where your retirement goals lie and how we can help you get there.
Our two appointment process will help you define your values and goals and move toward a plan to reach them. Our Second Opinion Service (SOS) is ideal if you’ve been following a plan — or have a partial plan in place — but want to ask questions or explore whether you’re still on the right track.
we offer comprehensive wealth management:
Investment
Consulting
This is the approach most people are familiar with—asset allocation involving stocks, bonds, and mutual funds.
How?
Advanced
Planning
To be an effective Wealth Manager, Advanced Planning is foundational. This can be broken down into four parts.
How?
Relationship
Management
Relationship management is essential so our families feel confident that we are aligned with their needs.
How?
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Preparation
[1] Policy loans will reduce available cash values and death benefits, and may cause the policy to lapse or affect any guarantees against lapse. Additional premium payments may be required to keep the policy in force. In the event of a lapse, outstanding policy loans in excess of unrecovered cost basis will be subject to ordinary income tax. Policy loans are not usually subject to income tax unless the policy is classified as a modified endowment contract (MEC) under IRC Section 7702A. However, withdrawals or partial surrenders from a non-MEC policy are subject to income tax to the extent that the amount distributed exceeds the owner’s cost basis in the policy. Loans, withdrawals or partial surrenders from a MEC policy are subject to income tax to the extent of any gains in the policy, and if the payment occurs prior to age 59 ½, a 10% federal additional tax may apply.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
