Our Mission

 

Our Mission

Precision Wealth Strategies empowers its clients to think bigger, do more for themselves and the people around them, by accomplishing client objectives through effective team coordination with less risk and less taxes. Our mission is...

  • To help our clients achieve, grow, protect, enjoy and ultimately transfer their financial wealth.
  • To focus on the Estate/Business Succession and the Risk/Asset Management needs of our targeted clientele.
  • To crystallize our clients' financial objectives and assist them in implementing a plan to help accomplish those objectives.
  • To be the catalyst in the planning process.
  • To help our individuals and families with planning that encompasses wealth sustainability and asset protection through cash flow and net worth analysis.
  • To help executives and family businesses with, but not limited to, business exit planning, business protection strategies and compensation arrangements the coordination of the legal, accounting and insurance aspects of the family and/or business plan.
  • To have a game plan for every time a "What If Life Happens," is questioned.

Through our experience, our process, and unparalleled resources, we remain dedicated to providing our clientele sound recommendations geared specifically toward the accomplishment of their objectives. The asset of our clients we value the most is their trust.

So...what exactly is it that we do? We make certain every aspect of your plan – from defining intimate financial objectives, helping a person accumulate assets, how you exit your business – speaks to each other, and making sure it all happens with a focus on less risk and less taxes.