Services

Taking Your Finances to the Next Level

At Pick & Roll Wealth Management, we provide comprehensive solutions to the challenges of wealth management. Whether you're making a career change, getting married or divorced, or preparing for retirement, we’re here to coach you at every turn and empower you to make smart financial decisions. We believe in investing in a partnership that values your financial health, and we work tirelessly to make sure every move gets you closer to your financial goals.

Retirement Planning:<br/>15 years out

Retirement Planning:
15 years out

Ensuring your assets are strategically positioned for your retirement will help you make informed decisions that secure your financial future once your earning years end. We'll create a retirement plan tailored to your unique circumstances, laying the foundation for a secure and fulfilling post-work life.  

Retirement Planning:<br/>15 years out

Retirement Planning:
5 years out

Together, we'll fine-tune your financial strategy, optimizing it for a smooth transition into retirement. Our guidance will help you make wise decisions about investments, income sources, and tax planning, while our experience and insights will help ensure you're well prepared to fully enjoy your next phase of life.  

Retirement Planning:<br/>Making the transition

Retirement Planning:
Making the transition

We’ll guide you through this critical shift from your career to retirement, making the process as seamless and stress-free as possible. With our support, you can navigate the complexities of retirement income, investments, and estate planning, so you can confidently move into this new phase of your life.

Financial Planning:<br/>Career Change

Financial Planning:
Career Change

Changing careers requires much more than updating your business cards. You also need to update your financial strategy, especially if you utilize your employer-sponsored retirement savings plan. Well help you understand how a career change may affect your future retirement income and lifestyle.

Financial Planning:<br/>Marriage, Divorce, Loss of Spouse

Financial Planning:
Marriage, Divorce, Loss of Spouse

Whether you’re getting married, divorced, or dealing with the loss of a spouse, financial planning can feel overwhelming. But with the right approach, it can be empowering. We’ll help you see the big-picture in your financial decisions, so you can take the lead on your financial future.

Financial Planning:<br/>Big Picture

Financial Planning:
Big Picture

From saving for education to effectively managing taxes and insurance, financial planning is critical to achieving your short- and long-term financial goals. We’ll look at your entire financial picture and provide guidance on what steps you can make today to build a better tomorrow.

Wealth Management

We'll work closely with you to craft a comprehensive investment strategy that addresses your specific needs. From determining your risk tolerance to understanding your short- and long-term goals, we’ll help you find the mix of investments that work for your goals and objectives.

Life Insurance Reviews

A life insurance review is a crucial step in securing your family's financial future. We'll work alongside you to assess your current policies and determine whether they align with your evolving needs, helping to ensure that you and your loved ones are well taken care of. 

Legacy Planning

We'll work hand-in-hand with you to create a comprehensive plan that minimizes tax burdens, establishes a lasting legacy that reflects your life's work, and helps ensure your financial assets are preserved and passed on effectively to the next generation.

Let’s Get the Ball Rolling 

Ready to get going on a high-performance financial game plan?  Contact Pick & Roll Wealth Management to schedule an introductory meeting. 

Schedule a Meeting