Palmer Wealth Planning
Palmer Wealth Planning
  • Home
  • Pricing
  • Who We Serve
  • Let's Talk!
  • More
    • Home
    • Pricing
    • Who We Serve
    • Let's Talk!
  • Home
  • Pricing
  • Who We Serve
  • Let's Talk!

who we serve

Family Leaders

With a heavy focus on retirement planning and wealth transition, we advise family leaders to make informed decisions on the family’s financial prosperity, risk management and graceful aging. This holistic approach starts with building personal relationships between the advisor and family members to learn what the family values most. 

retirement savers

The most important piece of the puzzle is the picture on the box. We help our clients create their personalized vision of retirement. We then use the different pieces of the puzzle such as particular investments and tax strategies to put that vision in place. Our clients have a strong understanding of what they need to do today to live their desired retirement. 

Those Wanting to Get Financially Organized

In today’s world people change jobs and careers several times before they retire. When doing this they often leave old employer retirement accounts behind unassigned to any goal. We help our clients consolidate these accounts, establish goals and create simple yet holistic plans to get them on the path to retirement. 

Busy Families Wanting a Trusted Advisor

Many of our clients live busy lives and would rather spend  time focusing on the things they love rather than worrying about their finances. They also understand that planning for retirement is too important to “DIY” and value having a trusted advisor. 

If this sounds like you, we should talk.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

nick@palmerwp.com

  • Privacy Policy
  • Form ADV
  • Part 2 Brochures

Copyright © 2023 Palmer Wealth Planning LLC - All Rights Reserved.

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept