Broker Check

Our Services

We provide assistance in the following areas:

Retirement Planning*

  • Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax Management

  • Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate Planning Strategies

  • Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk Management

  • Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Education Funding*

  • Recommending investment and accumulation strategies to help you pay for your children's education.

Investment Planning*

  • Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you address and manage your goals.

Employee and Executive Benefits

  • Helping your business attract and retain qualified employees through benefit packages.

Our Services are Designed to Help you Answer the Following Questions:

  1. How can I get more from my investments*?
  2. How can I reduce my exposure to risk*?
  3. How much money will I need to live comfortably in retirement?
  4. Am I saving enough?
  5. What is the best way to save for college?
  6. How can I help reduce estate taxes and preserve more of my assets for my heirs?
  7. Do I have the right amount of life insurance?

Salt Creek Wealth Management and LPL Financial do not offer tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. You are under no obligation to use the services of any tax specialist referral, and may choose any qualified professional to provide tax services. Tax specialist referrals and their services are not affiliated with LPL Financial and Salt Creek Wealth Management.