Together We Can Do More
Let us show you what the picture looks like once the puzzle is complete.
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 acheive their future goals.
Through this integrated process we can uncover opportunities and provide solutions that help maximize your financial potential.
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. Starts with the Engine
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. Type of Vehicle (SUV, Sedan, Sports Car)
Type of Investments
3. Tires for Your Vehicle
There are lots of places to get tires (investment accounts), but not everyone knows what’s right for your vehicle.
4. Spare Tire
Social Security won’t be enough to live on in retirement, so you’ll need to save on your own as well.
5. Seat Belt / Safety Systems
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. Fuel for Your Vehicle
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.