SERVICES

Astral Wealth

HOW CAN WE HELP?

With Astral Wealth we help you create a financial legacy not just for your future but also the generations forward. We look at areas where you’re already spending money, your budget, retirement and saving plans and offer you better plans that are superior for you and your family in every way shape and form. We have a in house Design team which is a combination of over 200 years of experience

Every client is unique, so there is no one-size-fits-all product offering at Astral Wealth. Once you speak to a Licensed Wealth Executive and you have a chance to talk, you can figure out which of the following services will provide you with the guidance you need to get on the pathway to a great Financial Future..

ANNUITIES

An annuity is an insurance product that pays you periodic income payments in exchange for your premium payment. It can be used as part of your overall retirement strategy.

SOCIAL SECURITY MAXIMIZATION

Whether you’re depending upon Social Security to make a significant impact to your retirement income or having Social Security as just a part of your entire financial portfolio

TAX MINIMIZATION SOLUTIONS

The wealthy are using strategies that are available to the public. Yet not many individuals know of these strategies because they are simply not aware of them..

LIFE INSURANCE ANALYSIS & REVIEW

From interest and financial market changes to the regulatory changes made to state and

ESTATE PLANNING

It’s important to be in control of your financial legacy. We’ll guide you using wealth transfer strategies designed to help you transfer your assets in the most tax-advantaged way

INVESTMENT MANAGEMENT

With so many investment choices in the global marketplace, it can be overwhelming deciding where to invest your hard-earned money.

COLLEGE FUNDING

The key is to understand the balance between paying for college and saving for retirement.

FINANCIAL ASSESSMENT

If you would like the opportunity to speak to one of our Financial Experts and receive a FREE Financial Assessment $997.00

OUR PROCESS

Astral Wealth helps individuals, families and businesses on ways to grow their wealth and achieve their financial goals. Through our five-step process, we will explore the options currently available to you and build a custom wealth plan designed for your unique situation.

IDENTIFY

Discover your needs in life and identify future goals. Explore and discuss uncommon financial strategies that fit your unique situation.

DESIGN

From our findings, our advanced wealth design team and I will craft a customized wealth plan for you and your family entitled, Your Personal Wealth Report; outlining areas for improvements and tax diversification.

DEVELOP

After the detailed presentation, there may be an area where more time will need to be spent based upon your level of understanding. This step assures your certainty and confidence with the custom wealth plan and allows for any adjustments to be made – if necessary.

IMPLEMENT

Once your confirmation and signature is in place, your plan gets sent to our back office for a thorough review. All medical exams, insurance contracts, redirecting activities, and other necessary steps are completed to set your wealth plan into action.

REVIEW

On your anniversary date (date policy became effective), we will schedule an annual review to go over your plan; making sure you are on pace with the goals we established in prior discussions. This meeting is also meant to assess your current situation to see if anything has changed.

DISCLAMER

 

TO THE EXTENT THAT THIS WEBSITE CONCERNS TAX MATTERS, IT IS NOT INTENDED OR WRITTEN TO BE USED, AND CANNOT BE USED, BY A TAXPAYER FOR THE PURPOSE OF AVOIDING PENALTIES THAT MAY BE IMPOSED BY LAW. EACH TAXPAYER SHOULD SEEK INDEPENDENT ADVICE FROM A TAX PROFESSIONAL BASED ON HIS OR HER INDIVIDUAL CIRCUMSTANCE.

THIS WEBSITE IS PROVIDED FOR GENERAL INFORMATION AND EDUCATIONAL PURPOSES BASED UPON PUBLICLY AVAILABLE INFORMATION FROM SOURCES BELIEVED TO BE RELIABLE. THE INFORMATION PRESENTED MAY CHANGE AT ANY TIME AND WITHOUT NOTICE.

THE INFORMATION AND COMPARISONS THAT MAY BE PRESENTED ON THIS SITE AND ANY PRINTABLE FORMS ARE NOT SECURITIES-RELATED AND THE TOPICS PRESENTED DO NOT PARTICIPATE IN THE STOCK MARKET NOR ARE THEY STOCK MARKET INVESTMENTS. ANY GUARANTEES ARE BACKED BY THE CLAIMS-PAYING ABILITY OF THE INSURANCE COMPANY AND ARE SUBJECT TO CHANGE. THE REAL LIFE CASES PRESENTED ARE FOR INFORMATIONAL PURPOSES AND ILLUSTRATIVE PURPOSES ONLY. THEY SHOULD NOT BE DEEMED A REPRESENTATION OF PAST OR GUARANTEE FUTURE RESULTS. THE CASES DO NOT REPRESENT ANY SPECIFIC PRODUCT, NOR DO THEY REFLECT SALES CHARGES OR OTHER EXPENSES THAT MAY BE REQUIRED FOR SOME POLICIES. NO REPRESENTATION IS MADE AS TO THE ACCURACY OF THE ANALYSIS. ALL INVESTMENTS INVOLVE VARYING LEVELS AND TYPES OF RISKS. THESE RISKS CAN BE ASSOCIATED WITH THE SPECIFIC INVESTMENT, OR WITH THE MARKETPLACE AS A WHOLE. PLEASE SPEAK WITH A QUALIFIED ADVISOR ABOUT THE RISKS AND YOUR PERSONAL SITUATION.