Financial Planning

Financial planning involves the integration of your entire financial life into a consistent and adaptable strategy. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and confident future.

Social Security Planning

Postillion Wealth Management can identify the most ideal age to withdraw Social Security benefits for your family. Rather than immediately tapping into this nest egg, we take into consideration alternative income sources, future healthcare costs associated with aging, life expectancy and much more.

401(k) / 403(b) Planning

Defined contribution plans (401(k) and 403(b) plans) have shifted from being supplemental retirement savings programs to the primary retirement savings vehicle for most Americans. We help families create an action plan during their working years to better utilize the plan’s benefits well before retirement.

Portfolio Analysis

For prospective clients, we provide a professional portfolio analysis to identify potential areas for improvement. Once you become a client, we continuously monitor investments across our wealth strategies to ensure everything is on track to achieve your financial goals.

Retirement Income Planning

After a lifetime of working hard and saving, retirement is a welcome reprieve. However, when the income stops rolling in, will you be prepared? Our team can create a strategy that helps you maintain a budget while still occasionally splurging on that special something. Simply put, we want you to be comfortable in your golden years.

Goal Planning

From short-term savings goals such as vacations or a new car, to long-term savings goals including a new house or putting your kids through college, we can create a roadmap to achieve them.

Education Planning

Give your child the education they deserve with a 529 college savings plan. Not only will this money help them attend the college of their dreams, but it will also help reduce or eliminate the financial burden on them after graduation.

Estate Planning

If you’ve already established an estate plan, it’s imperative that we review it, ensure it’s up to date, and adequately factor it into your overall financial plan. Should we find any issues, we may defer to an estate planning attorney to iron out the details. If you don’t have a plan, we’ll help set you on the right path.

Pension Guidance

As you begin to receive payments from the pension fund, it’s important to budget and understand the amount that’s due to you. Will it be enough? Is supplemental income required to fund your dream retirement? We’ll help you figure it all out well before hand.

Meet with a Financial Advisor.