Financial & Retirement Planning

The Annex Wealth Management Financial Planning Team works with clients to help them define and develop realistic financial and retirement plans.

The team uses leading-edge technology to create plans designed to assist clients in meeting their financial objectives – while keeping clients on track and focused on their goals.

Eric Strom, CFP®, EA

Financial Planning Manager

Tania Sinha, CFP®, CPA

Manager of Tax Planning

Tom Berkholtz, CFP®, EA, ECA

Senior Financial Planner, Team Lead

Jenny Jesse, CFP®, EA

Financial Planning Specialist

Arabella Parins

Financial Planning Specialist

Cory Borcherdt, CFP®, CLTC®

Financial Planning Specialist

Rebecca Posig

Financial Planning Associate

Brooke Wilken

Financial Planning Assistant

WHAT YOU GET

Financial Planning

Annex Wealth Management delivers a comprehensive financial plan to clients that integrates with:

  • Tax Planning
  • Distribution Strategies
  • Estate Planning
  • Healthcare Planning
  • Risk Management

Net Worth Statement

  • We review this annually with you
  • One page to see where all your financial assets are
  • Access to your net worth through your secure client portal that updates at the end of every business day

Real-Time Planning

  • See the impact of potential planning  solutions instantly on the screen
  • We work to evalulate ideas and options to help you make more informed decisions
  • Understand the true financial impact of your goals and dreams

Detailed Tax Analysis

  • Understand your long-term tax outlook
  • Understand the risks and plan strategies to mitigate them
  • Sophisticated distribution planning strategies

Understand The Impact Through All Market Cycles

  • We walk through your plan and stress it through Monte Carlo Simulations
  • We want you to understand the impact of decisions made and not made
  • We work with you to help create a sustainable path to achieve your financial dreams

In-Depth Options Analysis & Planning

  • We lay out your options in a simple, easy to read manner
  • Our tools allow us to forecast future options income flows and plan accordingly
  • The tools allow us to come up with a plan for your options and create the backdrop for our Tax Planning Team

Featured Insights

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DISCLAIMER: Annex Wealth Management is not a law firm and our employees are not acting as your attorney. We do not provide legal advice or draft legal documents. The information contained on this site is general and should not be construed or used as a substitute for legal advice. The law differs in each legal jurisdiction and may be interpreted or applied differently depending on your location or unique situation. You are encouraged to consult with your attorney for legal advice and services.

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