Duckett Wealth Management creates financial strategies for our clients who are preparing for retirement or simply looking to grow their financial wealth. We offer a full range of flexible financial planning and investment management services. 

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Some of the services our clients receive:

• An in-person meeting semi-annually to review client’s financial position in relation to goals — topics covered may include account updates, asset allocation review, portfolio status, retirement sensitivity analysis, capital gains review and changes in client’s life that could affect the wealth management plan.

• A communication from one of our team members every sixty days to update financial and personal situation and to ensure all needs are being met.

• Periodic and proactive contact from our team when applicable to discuss re-positioning portfolio, asset transfers, and other needs as they occur.

• Monthly emails with portfolio updates.

• Periodic invitations to exclusive client events.

• Meeting with extended family to provide education on investment and wealth preservation topics.

• Annual preparation of a detailed net worth statement, including investments, real estate, business interests, and any other important assets.

 

• Creation and execution of a written cash flow and budgeting plan to support income needs both before and during retirement.

• A thorough evaluation of existing estate documents, such as wills and trusts, along with a summary and discussion of what they accomplish

• Ongoing review of insurance coverage, to include life, long-term care, survivor protection and estate preservation.

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