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What We Do

How We Work

In everything we offer at Performance Wealth, it all comes back to you. From your first investment to planning for retirement and every life event in between, we’re here to help.

Goal Review and Communication

Discover Financial DNA
Cash Flow and Net Worth Analysis
Regular Portfolio Meeting
Access to Financial Advisor Team

Retirement Planning

Accumulation Strategy (IRA, Roth IRA, 401k)
Distribution Strategy
Succession Planning
Estate Planning Strategies
Life Insurance Analysis

Financial Services

Investment Management Analysis
Financial Plan with Annual Action Agenda
Continual Monitoring
College Funding

Tax Efficient Strategies

Tax Management
Planning for Upcoming Changes
Communication with Tax Preparer

Start by getting your Financial DNA.

Get Started

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  904-404-7844