Wealth Management
Comprehensive and Personalized Financial Solutions
Investing is one part of a larger picture. Wealth management is a broader category that combines asset management with financial planning to chart a path toward financial security and retirement income security. At Michael J.D. McCall LLC, we get to know you and your life goals and financial objectives. After discussing your priorities, we turn our attention toward your portfolio within the context of the following factors:
- Retirement income planning
- Estate planning
- Tax reduction strategies
- Qualified retirement plans
- Risk management
- Charitable planning
- College planning
- Insurance analysis