Our relationship-first mentality focuses on you, your values and your financial needs.
We bring a customized mindset to every encounter because there isn’t a prepackaged set of solutions for your own personal situation. We put structure around the challenges you may face, identify solutions to help you overcome those challenges and implement a process to solve for those problems.
Everything begins with financial planning here at CREDIM Wealth Partners. We carefully tailor each plan so it is specifically designed with you, your family, your goals and values in mind. From there, we target specific services to help execute the plan.
Some of our services include:
- Retirement Distribution Strategies
- Wealth Accumulation Planning
- Education Funding, Special Needs Planning
- Tax Reduction Strategies
- Portfolio and Investment Analysis
- Wealth Management and Transfer
- Charitable Gifting Strategies
- Estate, Legacy and Beneficiary Planning
- Life, Disability and Long-Term Care Insurance