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Integrated Wealth Strategies
Bringing All the Pieces Together
What is Integrated Wealth Strategies?
It is the process of consulting with clients about each segment of their life, (i.e. taxes, investments, life goals & aspirations, etc.) then developing a comprehensive strategy that enhances the ability for clients to achieve their future goals.
Through this integrated process we can uncover opportunities and provide solutions that help maximize your financial potential.
It is our belief that an Integrated Wealth Strategies approach will yield healthier financial and investment decisions.
The Strada Difference
Value of Integration
Think of your life as a long road trip.
Just like you need a vehicle to get you where you want to go, your Strada Life Plan is your financial vehicle that delivers you where you want to be.
We help you design, build and maintain the vehicle that moves you forward towards your life goals.
1. INCOME
Your Income
1. Starts with the Engine
- Every engine is designed a bit differently
- They come in different sizes & types
- Each requires different amounts of fuel and some are more efficient than others
The type of engine (income) you design will impact the amount of fuel and how much you’ll need to spend on fuel (taxes).
2. ASPIRATIONS
Your Aspirations
2. Type of Vehicle (SUV, Sedan, Sports Car)
- How much do you want to have when you retire?
- What type of lifestyle do you plan to live?
- What do you need to feel comfortable and have peace of mind?
“To accomplish great things we must not only act, but also dream; not only plan, but also believe.”
3. INVESTMENT TYPE
Type of Investments
3. Tires for Your Vehicle
- These are Pension Plans, 401(k)’s, IRA’s, Annuities, and Real Estate.
- Keep in mind you should have more than one tire (type of investments).
- Remember to make sure the tires fit your vehicle (proper allocation) and your specific driving conditions (different investments for different situations).
There are lots of places to get tires (investment accounts), but not everyone knows what’s right for your vehicle.
4. SOCIAL SECURITY
Social Security
4. Spare Tire
- It sits in the trunk, then one day when you need it, you hope it still works and isn’t deflated.
- Even if the spare tire (social security) is working, it’s not designed to take you very far or at high speeds.
Social Security won’t be enough to live on in retirement, so you’ll need to save on your own as well.
5. ESTATE PLANNING
Estate Planning
5. Seat Belt / Safety Systems
- These safety features may not be necessary for your vehicle to operate, but are crucial in the case of an accident.
- Estate Planning may include things like Wills, Trusts, Life Insurance, and much more.
A plan needs to protect against life’s unexpected moments. There’s safety in planning for the worst while living for the future.
You may be thinking “this all seems straight forward”. You may even know someone that can help in some of these areas. However, there’s one more important piece that is missing. It may be the difference between making it to your destination or breaking down before you get there.
6. TAXES
Taxes
6. Fuel for Your Vehicle
- No one likes paying high fuel prices (taxes) or even spend money on fuel for that matter.
There are many ways we can help optimizes your taxes (fuel) and each are unique to you.
Most advisors can help you identify different types of investments (tires), but do they help you design a Life Plan (design a vehicle) that will optimize and minimize your taxes (fuel expenses)?
At Strada, we are different; we not only help you design, build and maintain your Life Plan; we help you optimize and minimize your taxes along the way.
Our Services
Benefiting the Lives of Those We Serve
Investment Management
A partner to oversee your money while you enjoy life.
Financial Planning
Helping you with life’s biggest decisions.
Real Estate Investments
Benefit of ownership without all the hassle.
Tax Advising
Minimizing the impact of taxes across all areas of your life.
Consulting
Strategic advice within reach with your own personal CFO.
Investment Management
A partner to oversee your money while you enjoy life.
Financial Planning
Helping you with life’s biggest decisions.
Real Estate Investments
Benefit of ownership without all the hassle.
Tax Advising
Minimizing the impact of taxes across all areas of your life.
Consulting
Strategic advice within reach with your own personal CFO.