Our Executive Wealth Management mission, at its core, looksat a two pronged approach. First, forthose clients approaching or in retirement, we address the importance of distributionstrategies required to maximize income, while reducing or mitigating the taxesfor themselves and their families.Because when it comes to retirement planning it's not how much you makethat counts, it's how much you and your family keeps. After all, what good is a 10 percent returnover time if 50 percent of that nest egg is lost to immediate, excessive, and needlesstaxation. We study the complex issues around Social Security. Our timely workshops assist those on the cusp of receiving Social Security select an option that allows them to maximize their income benefits. Our second line of focus is on those clients who are accumulating their retirement nest egg.For those individuals we address the three risks that face them and their families. First, establishing an iron clad strategy of setting aside a portionof their income for retirement assets.By that we mean, looking beyond traditional programs like 401k andIRA. In addition to those programs, we look at non-traditional strategies that can provide a tax free supplement to a more traditional approach. In that waythe client is truly diversifying their nest egg. Secondly, we evaluate the clients risks to having the retirement plan fall short should they become disabled or die prematurely. We insure that the plan completes itself in the event an unforeseen calamity occurs. Third, our attorneys look over estate plans to ensure they are suitable and timely with current tax law. For those who question the need for such planning, our attorneys evaluate each clients situation individually and make recommendations based on each clients needs. Executive Wealth Management is a Registered Investment Advisory firm with over $440,000,000 of assets under management. Founded in 1981 by Albert P. Herzog, EWM isheadquartered in Brighton Michigan, with offices in Rochester, Jackson,Plymouth, Northville and Frankenmuth. The Rochester Office is operated by Peter Mitroff and William Waggoner who have a combined experience of over 35 years in financial services.
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