Wealth Management California

“Hope Is Not a Strategy”

We all have hopes in life.  Hopes for our children. Hopes for the future. Hopes for a better life. Hopes for more money. More happiness.

We all know that hope is not really a strategy. It is like running up and down a basketball court, and not trying to score.

Wealth Management CaliforniaLifelong Wealth Management is a wealth management California group with an experienced group of wealth managers Palm Desert CA, that can help guide you through your financial situation to manifest your hopes and dreams.

Wealth management Palm Desert group typically focus on one area of finances. We believe that having a financial philosophy that embodies true wealth management California style that focus on creating a healthy balance in individual(s) overall financial health. Similar to personal fitness goals like losing weight, we don’t focus on one particular exercise. We believe that individual(s) need  wealth management Palm Desert strategies that focus on a combination of financial silos that compliment each other to meet a person(s) goals.

Personal investments and financial services need a guide from wealth managers Palm Desert CA to not just understand the finances, but to lend wisdom to the situation for you.

With wealth management Palm Desert area, the focus can be in 10 different wealth management California areas.

  1. Tax Strategies: Our wealth management Palm Desert group works with your CPA to find out the most optimal tax efficient strategy for you. The wealth managers Palm Desert CA review of your current finances, and reviews any potential future needs that might come up to be sure that it meets your goals.
  2. Liabilities: Maximize returns, minimize expense. Wealth management California group focus on credit reviews and analysis. Our wealth managers Palm Desert CA endeavor to find the most optimal way to utilize credit for you.
  3. Insurance: Our wealth management Palm Desert group do frequent insurance reviews to assure that your risks are mitigated by having the proper health, life, and liability insurance.
  4. Retirement: Our wealth managers Palm Desert CA reviews on you current retirement situation. Our wealth management California group does not believe in waiting to save for retirement.
  5. Wealth Transfer: If you have someone you care about and want to assure their livelihood is situated, our wealth management Palm Desert group helps develop a plan that would meet your needs.
  6. Charitable Contributions: Wealth managers Palm Desert CA know that charitable contributions can be a part of what you would like to do.
  7. Estate Planning: Wealth management California groups know that it is essential to have the proper estate planning to mitigate any potential issues in the future.
  8. Investments: Wealth management Palm Desert group believe in creating proper investment services by having an open architecture with your investments.
  9. Asset Titling: Proper asset titling can be essential in your wealth management California
  10. Business Succession: If you have a business, our wealth managers Palm Desert CA can help guide you through the concerns you might have for leaving a legacy.

About Our Lake Oswego Financial Planners

As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego Office

5 Centerpointe Drive, Suite 400 Lake Oswego, OR 97035

(503) 747-6534

(503) 214-6534

Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105 Palm Springs, CA92262

(760) 606-0087

(760) 606-0084

Roseville Office

3017 Douglas Blvd., Suite 300 Roseville, CA 95661

(916) 546-8598