At Conners Wealth Management, we understand that building a strategy to achieve your financial goals is a process. There is no one-size-fits-all solution. That’s why our services focus on these primary areas:
Throughout each stage of your life, you will want to protect yourself and your loved ones by ensuring you have proper financial coverage in case of uncertain loss. To that end, we offer long-term care insurance, life insurance and Medicare supplement insurance, and will help you decide which plans are right for you.
Concerned about outliving your money during retirement? It doesn’t matter if you are 40 or 60 or somewhere in between, the importance of planning for income once you leave the workforce cannot be stressed enough. Preserving principal is critical as you cannot go back into the workforce once you retire. The more prepared the better. We can help you choose the right financial products that will factor in your age, tolerance for risk and retirement objectives.
We’ll manage all facets of the investment process with a tailored wealth management strategy to help you achieve what is important to you. Depending on your particular needs, we can put a plan together that includes a combination of stocks, bonds, mutual funds, ETFs, and other investments to help you reach your desired objective(s).
As a CEP, or Certified Estate Planner, we believe it is imperative to establish a living trust, especially in states like Arizona and California, which are community property states. We can help you create a living trust, or review the one you have, to ensure you have what you need to prepare your estate for future generations.
We are not tax experts, but we can evaluate your current financial picture from a tax perspective to determine whether to maximize your tax efficiency.