Services

Forging Your Legacy

Forging Your Legacy

At Flintridge Private Wealth, we hold ourselves to the highest standards and strive to provide the highest level of expertise to every client to help them achieve their current and future financial goals.

Our Services

Financial Planning

Retirement Planning
Investment Management
Estate Planning Coordination
Planning Coordination
Risk Management
Ongoing Financial Guidance

Retirement Planning

Retirement Income Planning
Social Security Planning
Retirement Account Review
Withdrawal Planning
Long-Term Goal Planning

Estate Planning

Estate Planning Coordination
Beneficiary Review
Legacy Planning
Wealth Transfer Planning
Coordination with Legal Professionals

Investment Management

Portfolio Review
Investment Strategy
Asset Allocation
Review of Existing Investments
Ongoing Investment Guidance

Tax Planning

Tax Planning Coordination
Retirement Distribution Planning
Charitable Giving Planning
Coordination with Tax Professionals

Risk Management

Risk Review
Insurance Review
Asset Protection Planning
Income Protection Planning
Long-Term Planning Considerations