Invest with a Purpose | Precision Wealth Strategies

INDIVIDUAL & FAMILY INVESTMENTS

Strategic Investing to Meet Your Financial Goals

How Do I Know if I'm Investing Correctly?

Many financial advisors will self-proclaim their expertise on investing, but supply their clients with a one-size-fits-all approach. We understand no two clients are the same. If you have ever thought about the following questions, it's time to call Precision Wealth Strategies.

Can I have less volatility?
How can my plan be more transparent?
Are there more tax advantages out there?
Is there a way to guarantee my principal investment?
Can I make money/returns tax-free?

Let us help you form a solution to your unanswered investing questions. Our team has a refined process to ensure your investment plan matches your financial goals.

BEGIN AN INVESTMENT PLAN

Investment Plans to Best Fit You and Your Family

Don’t settle for any investment plan, work with our professionals to create a guide that fits your financial desires.

Have you analyzed your investment plan recently? Today there is an abundance of information available to help you form a financial plan. Here at Precision Wealth Strategies, we don’t just help you create a plan. Instead, our goal is to help you execute an investment plan that matches your financial objectives.

While other investment advisors focus on earning the greatest rate of return, our trademarked process takes a look at your lifestyle and goals to give you a unique perspective on the rate of return you must earn to match your financial objectives. Through this process, we are able to execute a plan with the least amount of risk. We work with you to minimize threats while meeting your objectives.

Investing with a Purpose™

Through Investing with a Purpose™, our trademarked process, Precision Wealth Strategies believes investing is not a one-size-fits-all endeavor. You and your objectives are unique. Your portfolio should be designed in a way that is custom-tailored to fit your outlook and expectations. With this in mind, our team works to understand who you are as an investor.

Consider These Questions

Are you single or married?
Do you have a family/dependent(s) who count on you financially?
Are you in the accumulation phase of life (earning and saving)?
Are you in the distribution phase of life (drawing from your savings)?
Do you prefer to lean toward more safety or push for larger potential growth?

By sitting down and working together, we are able to answer the crucial factors that go into tailoring a portfolio for your distinctive personality and life. This enables us to help you plan, invest and live with a purpose. Begin Investing with a Purpose™, when you contact our team.

Personal Advising: Individual & Family Investments FAQ

In what ways can I improve the management of my money and reduce taxes?

While maximizing your 401K and taking IRA deductions are sure methods to reduce taxes, you may be interested in ways you could be doing more. With our detail-oriented process, we go through and categorize where your money is coming from and tax-deductible opportunities. Reach out to our advisors to learn more.

View Our Tax Efficiency Video
How do I access my personal financial website from a mobile phone or tablet?

With our easy three-step process, you can have the answers to your questions in the palm of your hand. Whether you are interested in checking on your net worth, investments, or tracking your progress you can easily have a better understanding of your financial picture. Let’s get started!
Is there an easy way to secure, organize and access my family’s important documents?

Needing to access your family’s will, passports, birth certificates and other confidential information in a moment’s notice? Don’t stress about uploading the document or searching through a variety of documents to find it. The Vault, a secure digital document storage repository, offers you and your family peace of mind when it comes to storing documents securely. With access from anywhere and anytime, you can easily access and share documents with your advisor without a hassle. Learn more about The Vault and how it can help you and your family’s personal documents.
How secure is my information within the wealth management system?

Through password protection, encryption, multiple data storage locations, routine security testing, 2-factor authentication and non-transactional components, our team works to keep your information protected. Whether your account stores wills, investments or personal family documents, our system uses a variety of security measures to guarantee its protection. Learn more about the security associated with the wealth management system.
How do I determine the best investment strategy for me?
Through our trademarked process, Investing with Purpose™, at Precision we believe investing is not a one size fits all endeavor. You and your business are unique. Your portfolio should be uniquely designed in a way that is custom-tailored to fit your outlook and expectations.

To this end, it is critically important for our team to understand who you are as an investor. Questions we consider:
- Are you single or married?
- Do you have a family/dependent(s) who count on you financially?
- Are you in the accumulation phase of life (earning and saving)
- Are you in the Distribution phase of life (drawing from your savings)?
- Do you prefer to lean toward more safety or push for larger potential growth?
These are all crucial factors in tailoring a portfolio for your distinctive personality and life and Investing with Purpose™.