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Plan Well

How We Work

By the time most families come to us, they have accumulated different assets ranging from business interests, pension credits, tax deferred accounts, taxable investments, insurance and annuities. They also have current and future liabilities, including business lines of credit, home mortgages, college funding needs and retirement funding. Many families may have never experienced the benefits of a coordinated wealth plan designed to have the assets and liabilities work in conjunction toward their definition of Living Well. At Tower Group Wealth Advisory, our process will analyze and evaluate your current financial status, considering all aspects of your current position in order to determine your family’s rate of return objective. We will assist you in identifying your personal and financial goals as well as your definition of living well. We will only recommend an investment strategy once we understand your risk parameters, return objectives and your definition of living well.