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Financial & Retirement Planning

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

Schedule A Consultation

We’ll use leading-edge technology to provide customized planning designed to assist clients in meeting their financial objectives.

Financial Planning

Annex Wealth Management delivers comprehensive financial planning that integrates with your specific needs:

  • Tax Planning
  • Distribution Strategies
  • Estate Planning
  • Healthcare Planning
  • Risk Management
Real-Time Planning
  • Understand the impacts of key decisions using scenario visualizations
  • Evaluate ideas and options for more informed decision making
  • Understand the true financial impact of your goals and dreams
Personalized Strategy Through All Market Cycles
  • Rigorously tested using Monte Carlo simulations
  • Discuss key decisions and the impact of action – and patience
  • Help clients visualize the path to their goals
Net Worth Statement

Each year, we’ll prepare a net worth statement and review it with you.

  • Provides perspective on all assets and liabilities
  • Gives an on-demand financial picture
  • Serves as a “You Are Here” on your financial map
Detailed Tax Analysis
  • Understand your long-term tax outlook
  • Consider risks and plan strategies
  • When necessary, discuss sophisticated distribution planning strategies
In-Depth Options Analysis & Planning
  • Consider your strategy in a simple, easy-to-read manner
  • Forecast future options income flows using Annex technology
  • We’ll help create a plan for your options and create a backdrop for our tax planning team.

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.