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, CPA
Manager of Tax Planning

Tom Berkholtz, CFP®, EA
Financial Planning Specialist

Jenny Jesse, CFP®, EA
Financial Planning Specialist

Cory Borcherdt, CLTC®
Financial Planning Associate

Arabella Parins
Financial Planning Associate
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
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