As an Annex Comprehensive Wealth Client, you’ll work with a dedicated Wealth Manager and experienced Client Service Team to develop a comprehensive plan that takes you from accumulation to retirement – and beyond.

Receive proactive advice to and through retirement including:

• Cash flow and scenario based financial planning
• Long-range projections
• Engaging interaction, including your input as you assess the outlook and impact of decisions being made
• Advice and guidance from Annex Wealth Management’s in-house team of experts

Multi-year tax strategy planning which seeks to maximize the tax efficient execution of your financial plan.

Where a tax preparer is the historian, a tax planner is the strategist working on your behalf in accordance with your plan

• Proactively monitor for tax planning opportunities
• Understand and digest the dynamic variables impacting tax strategies, including tax rates, distribution plans, Social Security, and Medicare IRMAA thresholds

Advice and planning to complement your financial plan and evolving priorities throughout life’s stages.

• Understanding the evolving roles life, disability, and long-term care insurance can play in mitigating risks to your financial plan
• Objective needs analysis, existing policy assessment, and independent and impartial advice without conflicts of interest inherent in the traditional commission model
  • Supporting the implementation by introducing partners we know and trust and shepherding the process through to completion