At Herrick Wealth Advisory, we understand the unique personal and financial challenges that young professionals and families encounter. Here’s how we can support you:
Comprehensive Financial Planning: We ensure your financial plan reflects your unique circumstances and aspirations, supporting both your personal and professional growth.
Goal Setting and Life Planning: We encourage you to envision your goals and dreams, helping you feel the life you aspire to live.
Budgeting, Spending, Saving & Investing: We collaborate with you to analyze your after-tax income, spending habits, and savings strategies, while identifying tax-advantaged investment opportunities tailored to your needs.
Tax Planning: We partner with your tax preparers to maintain open communication, share insights, and leverage every opportunity available to maximize your tax efficiency.
Risk Management: We educate you on your insurance needs and solutions, ensuring you're protected now and in the future.
Savings and Investment Opportunities: Benefit from our specialized knowledge tailored for business owners, legal, academic, and medical professionals, as well as tech professionals, including:
Workplace Savings Plans: Maximize the tax advantages, investment options, and employer matching benefits of your 401(k) and other employer-sponsored retirement plans.
Individual Retirement Accounts: We assist you with deductible IRAs, SEP IRAs, Roth IRAs, and back-door Roth IRA contributions.
Equity Compensation: Navigate the complexities of stock options and ownership stakes to optimize your financial outcomes.
Personalized Guidance: Experience a relationship-driven approach that prioritizes building strong connections over simply meeting credentials.
Our goal is to empower you to take charge of your financial future with tailored strategies that address your unique concerns. At Herrick Wealth Advisory, we are committed to helping you navigate the complexities of financial planning, allowing you to focus on what matters most—your career, aspirations, and personal life. Together, we’ll build a solid foundation for your financial success that adapts to your evolving needs.