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It’s been said many times, change is the only constant in life. Chances are your financial goals may shift over time due to changes in career, marriage, housing, a growing family, or an inheritance. The benefit of financial planning is to help you successfully manage any changes in life you might encounter. We’re prepared to help you through any changes life my bring. Make sure your advisor is someone you’d be comfortable with in times of transition.
Your financial planning needs change over time, as you transition from your earning years to a fulfilling retirement. Yoakum Wealth Management can work with you to create an interactive and personalized financial plan, updated throughout each stage of your life. Whatever your immediate or long term goals, we have the expertise to provide the clarity and guidance you need.
Tax efficiency, diversification, and meeting your financial goals are our highest priorities. We use the same investments in our individualized portfolios and model portfolios.
Sound Environmental, Social, and Governance (ESG) policies can strengthen a company’s business model and offer opportunities that can increase profitability and growth.
A legacy plan should be a lasting impression of you, your ideals and your mission throughout your life. By building charitable giving into your estate plan, you are able to leave a meaningful legacy that offers many tax advantages.