facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Marietta Wealth Management

If your retirement planning includes problems such as tax planning, company appraisals or succession planning, choosing a qualified wealth management team in Marietta is important.

For people who've established a substantial company or investment portfolio, you'll need to have a complete Marietta financial advisory team to strategically secure, grow, and dispose of your assets.

Shielding Your Wealth

Third Act Retirement specialists deliver wealth management support to those with greater than $750,000 in assets.

Regardless if your money is in paper investments, realty, a company, or a mix, our staff is ready to help you establish the vehicles required to:

  1. Lower your tax burden, and
  2. Plan your future asset dispersal

Do You Need a Wealth Manager in Marietta?

marietta wealth manager third act retirementEntrepreneurs can realize specific benefits from taking advantage of our wealth management services.

While your company might have been your baby, many small business owners realize they have a number of staff members who've added to the growth of the organization.

In addition to goal setting and estate planning, our team members can help you structure the succession of your firm and benefit your essential staff members who've been there as your company has expanded over the years.

If you intend to pass your company on to family members getting to know the ropes, our tax planning specialists can help you get the most appropriate retirement planning benefits as you leave your business.

What Is the Difference Between Wealth and Asset Management?

Asset management describes the process of attaining, preserving, and disposing of assets. Functionally, asset planning is a bit more static than full service management of your wealth.

If you've sold or split your company and find yourself in the stage of disposing a part of it, an asset management professional can help.

If you intend to continue to be associated with the business, it's more than simply an asset.

Yes, you're preparing for retirement.

Many small business owners have a difficult time turning the company over to new owners without wanting either a stake in the company or to continue to work in or on the company.

What Is Wealth Management?

Quality wealth management services consist of securing your organization from over-taxation, cash-flow risk or breakdowns, and inadequate future preparation.

Keeping your company growing in a healthy direction might well involve keeping exceptional management in place, so making certain your staff members are appropriately compensated and granted good opportunities to prepare for their own retirement is important.

Our wealth management services can also help you prepare to give back to your faith family and your community at large.

What Is Included in Wealth Management?

Whether you're preparing to offer your company to new owners, therefore establishing your own private banking structure where you get to receive a regular monthly business loan payment which will contribute to your retirement, or if you are working to remain associated with your company, your wealth planning specialists can help you create a structure that safeguards and broadens what you've established over your lifetime.

While conventional retirement planning can have a sense of attrition to it; that is, you pinch pennies during your life and after that wind out your remaining time on Earth struggling not to run out of money, our private Marietta wealth management team is here to help you continue to grow your wealth through attentive tax and succession planning.

Figuring out What You Want Out Of Retirement

Not everyone is ready to retire.

Many individuals just can't picture a life without their job or company.

The truth of wealth management is that life can often push you into fewer work days weekly or out of the business completely.

Wealth planning with a professional can help you put a suitable strategy in place for a phased retirement before you're forced into a quick work stoppage.

Third Act Stands Out for Our Wealth Management Services for Marietta Residents

marietta wealth managementWhether you're working towards retirement or plan to "die with your boots on," collaborating with a portfolio management team will likely allow you to re-imagine wealth management.

Because Third Act is a fee only financial advisory firm, we are considerably different from many other wealth management firms here in Marietta.

We don't receive compensation from the funds we suggest.

We are paid directly by you for the plan we build, the strategy we create, and the services we provide.

Take Your Next Step with Our Marietta Wealth Management Professionals

Taxes are one of the few certainties you'll deal with in life.

A qualified wealth management advisor can help you safely and successfully navigate tax guidelines and guidelines and put your money back into your company, education, investment management for your family, or the succession for important staff members.

Let us help you build your legacy!

Serving the Entire Marietta Area

3020 Roswell Rd #200

Marietta, GA 30062