If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
WHAT WE OFFER
HOW WE DO IT
Financial planning means something different to each of us, but the need for financial planning is equally important for all of us.
We first meet with you to learn about you and your family’s goals through a free consultation. Then, we get to work on developing customized recommendations.
Unlike other firms, we don’t ask you to choose between arrangements of service plans. At Brass Tax Wealth Management, we offer all services to everyone at no extra cost.
BUSINESS & 401K SERVICES
One of the most important parts of offering a 401(k) plan to your employees is providing education about what a retirement plan is and how your employees can use it effectively.
Brass Tax Wealth Management will come into your business and talk with your employees one-on-one or in a group setting on your behalf to familiarize them with and answer questions about how the plan works and the types of investments available.
Brass Tax Wealth Management wants to make sure your participants do not become victims of sneaky fees that eat away at their hard earned money. We offer the choice to use any custodian for your 401(k) plan. We search to find you the best fitting custodians that are widely trusted brokerage firms, charge minimally, and offer low expense investment choices.
P&G RETIREE SERVICES
Brass Tax Wealth Management provides top notch services to the P&G community through vast technical knowledge of the P&G retirement plan coupled with customizable investment guidance for each individual P&G employee and retiree.
Brass Tax Wealth Management educates P&G employees on IRA strategies, retirement planning, stock option distribution, and restricted stock strategies.
The presence of P&G in our hometown and the impact of their Profit Sharing Trust (PST) and Employee Stock Ownership Plan (ESOP) on local retirement planning created a niche at Schulte Financial Group and carried through to Brass Tax Wealth Management. In 2009, Neal Schulte authored the book, "Life After P&G" to help address the needs of this niche.
Working in alliance with Schulte CPAs, we provide top notch tax planning and insight.
We help you plan how to best to pay for college in both the early stages of thinking about college or when the students are in high school.
As you know, no matter how much we plan for the future, sometimes accidents, disasters, and unexpected obligations creep into our lives and threaten the solid financial footing we worked so hard to build. If you aren’t adequately insured, you could lose everything.
Brass Tax Wealth Management can determine what type of insurance you need, how much of it you need to be adequately covered, and research cost effective quotes at different companies on your behalf. Protecting the health, life, and property of our clients complements our recommendations for building wealth.
TRUSTS & ESTATES
You’ve worked hard to build and protect your assets. You deserve the opportunity to choose how your assets will continue to help the ones you love live happy and comfortable lives even after you no longer need the assets for yourself.
Aside from choosing who will inherit your assets, you can use estate planning to identify someone you trust to make decisions for you if you become incapacitated, choose who will care for your children if you can no longer do so, minimize estate taxes, and help avoid probate.
We know that gifting assets to charities is generous and philanthropic. But did you also know that direct gifts to charities made during life usually generate a current income tax deduction and that all gifts made at death to qualified charities are deducted from your adjusted gross estate?
Giving back to the community is both emotionally and financially rewarding. Brass Tax Wealth Management can show you how to send more money to those in need while sending less of your money to the IRS.
PERSONAL & BUSINESS BANKING
At Brass Tax Wealth Management, we offer many services that help you manage long term goals. However, we know that it is also crucial to have the ability to access the cash you need to pay for today’s expenses. That’s why we offer access to debit cards, bank wires, check requests, and electronic money transfers from your accounts and to your other accounts, bank account, members of your family, real estate title agencies, and other third parties. We can also set up periodic withdrawals to make paying for everyday simple.