Wealth and Financial Planning

S3 Wealth Management will design a wealth plan that evaluates your current financial situation by analyzing your income and expenditures to identify how you will pay the bills each month and help attain your financial goals. We provide regular reviews and modifications, assuring that your wealth plan is current and dynamic.

1.     Determine Family Index Number: The individual rate of return designed to help you work toward your goals and objectives.

2.     Personalized Cash-Flow Based Planning: Narrowly tailored to identify and address your specific goals and objectives.

3.     Risk Management Planning: Comprehensive analysis of life, disability, long-term care and other risk management solutions.

4.     Social Security Analysis: Custom analysis of every Social Security claiming option available.

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