What We Offer
Our financial professionals are here to provide a set of services that help ensure each critical aspect of your wealth is accounted for and optimized to meet all your needs. Whether you have income needs now or are planning your legacy for loved ones in the future, The CP Welde Group has you covered.
Financial Planning
Planning for market volatility, rising taxes and longer life expectancies can be challenging. Invest too aggressively today and you risk principal loss. Invest too safely today and you risk losing future purchasing power. What are the uncovered opportunities in your financial plan and when was your plan last updated?
Asset Management
When it comes to asset management, no one size fits all. Quality and cost-efficient investment portfolios should give investors access to alpha (active account management), indexing (broad market exposure), and evidence-based (portfolio shifting) strategies. Is your current investment strategy and asset mix congruent with your goals?
Tax Management
Most people think of taxes only when it’s time to write a check to the IRS. Not all money is taxed the same. There are many ways to proactively manage and mitigate yearly and lifetime taxes to reduce your overall tax burden. Does your existing plan maximize after-tax returns by coordinating asset management with tax management?
Protection Planning
True wealth management isn’t just about growing assets – it’s also about protecting what you’ve built. Insurance is designed to protect income and prolong the assets you have. Proper insurance planning may be a tool to enhance tax efficiencies. When was the last time this piece of your financial puzzle was reviewed?
Legacy Planning
Your legacy is about more than money – it’s about impact. Three questions you need to answer when it comes to legacy planning: 1) Where does my money go? 2) Who’s in charge? and 3) What are the rules? If there are three places your money could go to (family, charity or IRS) and you could only pick two, which two would you choose?