Customized Financial Services for Clients Throughout the US
Working with clients throughout the U.S. with locations in Florida and Maryland, the financial services we offer are customized to each client’s needs, goals, and desires. In general, Financial 1 Wealth offers three main levels of client service:
Wealth Management & Retirement Planning
Ongoing tax planning, estate planning, and lifetime income
Financial Director
$3 Million +
Ongoing tax planning, estate planning and asset protection, including businesses, properties and other entities
Family Office
$25 Million +
Full service wealth preservation, wealth transfer, legacy planning, foundations and endowments
Tailored and Transparent Fee Structure
All of our clients typically receive at least some of these services as part of their custom plan:
- Comprehensive financial and retirement plan with periodic reviews and adjustments
- Investment portfolio design, tax efficient investments
- Tax-advantaged estate planning, including wills, trusts, family foundations, family limited partnerships and other complex entities
- Insurance needs planning
- Income tax strategies and planning
- Charitable giving strategies for tax mitigation and estate planning
- Planning for life milestones (home purchase, retirement, etc.)
- Access to private and alternative investments
- Investment, tax, and legal advisor coordination with all stakeholders
Explore More About Our Services
At Financial 1 Wealth, every plan we develop is completely customized, with a host of services that can scale up or down as part of your plan. We work with people who’ve saved their whole lives for retirement, high income people who need advanced tax strategies, as well as federal employees. Learn more about some of the services we offer as an independent firm:
That’s why we built the Keep-More Wealth Plan™ — a simple, proven approach to help you:
Keep more of what you earn
Build reliable income for life
Protect your family’s future
