Our Services - Revised

Financial success can bring incredible opportunity, but complexity often accompanies wealth, as well. For the individuals and families we support, balancing ambitious objectives and complicated finances is often a key priority. With Giordano Wealth Management Group, you can find the answers and guidance you need — with ongoing support that frees you to spend time enjoying your life.  

Complete Support For Your Financial Life

We’re proud to provide the full breadth of sophisticated services that our clients need.  

Financial Planning

Objective: Build a strategy for pursuing the goals that matter most to you. 

·     Comprehensive Financial Planning

·     Retirement Income Planning

·     Cash Flow Modeling

·     Social Security Income Strategy

·     Required Minimum Distributions

Portfolio Management

Objective: Select investments that bring your financial plan to life. 

·     Custom Portfolio Management

·     Socially Responsible Portfolios

·     Investment Risk Exposure Analysis

·     Concentrated Position and Diversification

·     Tax Efficient Strategies

·     Tax Loss Harvesting

Estate Planning

Objective: Help you share your wealth and values with future generations. 

·     Estate Plan Review

·     Beneficiary Designation

·     Account Retitling

·     Legacy Planning

Tax Planning

Objective: Find tools and strategies to limit your tax liabilities. 

·     Net Unrealized Appreciation Analysis

·     Exchange Funds

·     Employee Stock Option Analysis

·     Charitable Giving Strategies

·     Family Limited Partnerships

Insurance Planning

Objective: Protect your family and financial health. 

·     Insurance Needs Assessment

·     Life Insurance Policy Analysis

·     Long-Term Care Insurance

·     Access to Multiple Providers

Additional Services

Objective: Address your full breadth of financial needs. 

·     Education Planning

·     Securities Backed Line of Credit

·     Coordination With Estate Attorneys, Tax Professionals, Realtors, and Mortgage Brokers

Connect with us today to get started on a path toward pursuing your financial goals.