OUR SERVICES

At Powerhouse Financial Advisors, we offer a full spectrum of fee-based financial planning services designed to help you navigate the complexities of personal finance with clarity and confidence. As a Certified Financial Planners (CFP), we’re committed to providing tailored solutions that align with your unique financial situation and goals. Here’s a closer look at how we can support your financial journey:

Personalized Financial Planning

Your financial situation is as unique as you are, and our approach to financial planning reflects that. We take the time to understand your complete financial picture, including your income, expenses, debts, assets, and future goals. We create a customized financial plan as a strategic roadmap by integrating your 401k, cash balance pension, and other investment accounts. This plan is designed to guide you through every stage of life, helping you achieve both short-term and long-term financial objectives, from buying a home to enjoying a comfortable retirement.

Investment Management

Investment management is a cornerstone of your financial success. Our fee-based investment management services are rooted in a disciplined approach that focuses on diversification, risk management, and alignment with your financial goals. We use a proprietary investment process to increase the upside and decrease the downside of your investment with a long track record.  We assess your risk tolerance, time horizon, and investment objectives. From there, we construct a diversified portfolio that balances growth and protection. We provide continuous monitoring and adjustments as needed, ensuring your investments align with your evolving financial landscape. We aim to help you grow and preserve wealth over the long term.

Retirement Planning

Insurance Planning

Protecting your financial well-being is just as important as growing it. Through our partnerships with leading insurance brokerages, we offer a range of insurance solutions, including life and long-term care insurance. We’ll work with you to assess your insurance needs and recommend policies that provide the right level of protection for you and your family. Whether you’re looking to secure your family’s future, protect against unexpected healthcare costs, or ensure that your retirement savings last as long as you do, we have the expertise to guide you.

Estate Planning

Estate planning is more than just passing on your wealth; it’s about leaving a legacy. We provide comprehensive estate planning services that ensure your assets are distributed according to your wishes while minimizing the impact of taxes and legal fees. We’ll help you create a plan that might include wills, trusts, powers of attorney, and healthcare directives. Our goal is to help you protect your loved ones, preserve your wealth, and ensure that your estate is managed most efficiently and effectively.