At Tostrud & Temp, S.C., we are excited to offer wealth management services and connect with our clients individually to offer you personalized services that you can count on. We understand that you have worked tirelessly to create your personal wealth, and you want it to be used in the best way possible moving forward. If you are located in La Crosse, WI, we are excited to speak with you so that we can help.
Our personalized services will exceed your expectations. What makes our service so special is that we connect with every aspect of your wealth management from basic budgeting to helping you diversify your portfolio. Read on to learn more about our team and services here in La Crosse.
What is Wealth Management?
Wealth management is the process of managing financial assets and investments for individuals, families, or businesses to achieve their long-term financial goals. This process involves creating a comprehensive financial plan, taking into account an individual's current financial situation, future goals, and risk tolerance. The process typically includes various services such as investment management, tax planning, risk management, and estate planning.
Process
We will sit down with you for an initial consultation to gather information about your financial situation and goals. This information is used to create your comprehensive financial plan, which is reviewed and updated regularly to ensure that it remains aligned with your goals. The plan usually includes a mix of short-term and long-term investments, such as stocks, bonds, and real estate, as well as tax-efficient strategies to minimize the impact of taxes on your investments. Â
Timeline
The process can vary depending on your needs and goals. Some clients may only need a one-time consultation, while others may require ongoing management of their investments. The frequency of meetings and reviews will depend on your goals, risk tolerance, and the complexity of your financial situation.
Getting Started
Getting started is easy. You can start by researching different wealth management firms and professionals to find one that fits your needs. You can also consult friends, family, or financial professionals for recommendations. During your initial consultation, the wealth manager will help you understand your options and guide you through the process of creating a comprehensive financial plan. Â
Summary
Wealth management helps individuals, families, and businesses manage their financial assets and investments to achieve their long-term goals. The process normally includes creating a financial plan, investment management, tax planning, risk management, and estate planning. The timeline is variable depending on the client's needs, but getting started is as simple as reaching out for an initial consultation. With the help of our highly qualified CPAs at Tostrud & Temp, you can have peace of mind and be able to focus on your goals.
Contact us
Reach out to Tostrud & Temp, S.C., today to learn more about our helpful services and get started on your wealth management solutions. To learn more, give us a call today at 608-784-8060. We look forward to speaking with you soon and providing you with a quality customer service experience.