Based in Plymouth, Minnesota, Securus Wealth Management, LLC, focuses on helping clients to reach their financial goals. Led by President Jim Goodland, Securus Wealth Management includes a team of experienced, trained, and certified wealth managers who work with clients in creating, implementing, and maintaining wealth management plans and strategies that aim to provide results.
Wealth management involves more than just investment planning, management, or advice. Providing a more holistic approach to financial planning, wealth managers offer a variety of financial services and products.
Specifically, wealth managers can help you out with the following:
1. Estate Planning
By providing suggestions about making a tax-efficient will and the like, wealth managers can help to reduce or eliminate your tax burden so that your intended beneficiaries can maximize what is left to them.
2. Risk Management
Managers can help you to manage risk when you are selecting an insurance plan. They can assist you in choosing the right insurance based on your lifestyle and profession.
3. Retirement Planning
Wealth managers can explain everything about your retirement fund, including how you can seek to maximize it.
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