Comprehensive Wealth Management
At Belinda Petshow Investment Services, we pride ourselves on serving as an inclusive resource for your widespread financial needs. We use our variety of services to address your questions and develop a plan you understand. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with the people and causes most important to you.
Managing your money and getting the right combination of income and growth at various times in your life is important work. Our team spends a great deal of time doing research, monitoring, analyzing, and rebalancing the client portfolios that we manage personally. We will partner with you to help you sustain and grow long-term wealth consistent with your goals and aspirations, taking into account other financial needs and your comfort with market risks.
We believe a successful retirement strategy involves having varying strategies integrated together around your personal goals. Just like putting together a puzzle, you need to have all the right pieces and know how they fit together to create your vision of retirement. We will help you create a plan that will assess your current financial situation, determine your retirement lifestyle, review the many options available, and put strategies in place that work to ensure you achieve the retirement of your dreams.
Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes while providing for your family and leaving a legacy for the future. You need a strategy that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime while you prepare for the efficient transfer of those assets. We will work alongside your attorney and CPA to make sure the estate plan is executed and settled as intended, while also taking advantage of any opportunities that will maximize the benefits for the beneficiary. Thanks to our decades of experience, we can settle your estates efficiently, saving more of your wealth for the next generation.
Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. We can offer you access to a wide range of investment products and services aimed at meeting your financial objectives.
Many people realize that they need life insurance and have opinions about what type of life insurance they prefer. We can help you determine how much life insurance they need and what types or combination of types of coverage are best suited to help them further their own objectives. A well-constructed life insurance policy can be a valuable part of your overall financial security plan. We will help you look at this in the context of your overall financial security plan and help you determine what makes the most sense for your situation.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
There can be no guarantee that strategies promoted will be successful and no guarantee of positive results.
Belinda Petshow Investment Services and LPL Financial do not provide tax or legal advice.