Wealth Management

We provide financial strategies encompassing all aspects of a client’s financial life. From initial financial planning discussions to assisting you with choosing suitable investments to developing a strategy for retirement, Powers Financial is here to provide support along your financial journey.

Financial Planning

Planning for financial stability includes looking at all aspects of your finances: income, taxes, investments, insurance, college savings, retirement savings vehicles (401k, IRA, etc) and estate planning. A successful financial plan begins with a discussion. Contact us today to start the conversation.

Investments

We incorporate Tax-Smart Investment Strategies in every financial plan we deliver to our clients.  It’s not how much you earn it’s how much you keep after taxes that matters.

Tax Management

Using your specific tax situation, we can develop a tax-smart approach to create improved financial and investment decisions.

Retirement Planning

You have worked hard for your money. Let us help you create a strategy to provide retirement income to minimize worry and allow you to focus on the greatest parts of retirement.

Insurance & Annuities

Being properly insured provides a sense of security for yourself and your loved ones. We are able to discuss and help you select the right options in regard to life insurance, long-term care insurance, health insurance, disability insurance and annuities.

Estate Planning

Financial planning and estate planning are separate; however, they work together to ensure financial assets go to the proper person(s) and/or organization(s). We can recommend Estate attorneys to guide you through setting up an estate plan.