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Apr 11 2019

Ogorek wealth management

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Ogorek wealth management, NEF2.COM

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Services

WEALTH MANAGEMENT SERVICES

Ogorek Wealth Management LLC provides coordinated wealth management services to consumers who have at least $500,000 of assets to invest. Our service offering includes consultation on specific areas of interest, modeling multiple retirement scenarios, the creation of your individualized financial plan as well as full range of portfolio management services.

PLANNING FOR TODAY AND YOUR FUTURE

  • Creating a dynamic financial plan based on your goals and objectives
  • Collaborating with your accountant and attorney, as required
  • Educating your children about money concepts
  • Assessing your risk management plan including life insurance, disability insurance, and liability insurance
  • Assessing your investment risk tolerance
  • Managing your brokerage, variable annuity, IRA, Roth IRA, 401k, revocable and irrevocable trust accounts
  • Proprietary tax efficient portfolio strategies
  • Electronic transmission of quarterly estimated income tax payments, as requested
  • Reporting of realized capital gains losses to CPA, as requested
  • Calculating monitoring of required minimum distributions from retirement accounts
  • Exploring finance options for college and graduate students
  • Saving for college via a 529 plan
  • Finding a school within your budget
  • Pension vs. lump sum distribution analysis
  • Evaluating survivorship pension options
  • Change of residency, e.g. Florida, South Carolina, etc.
  • Evaluating continuing care retirement communities
  • Philanthropic planning and design services, as requested
  • Advice on gifting strategies to family members and non-profit organizations
  • Review of your will, power of attorney (POA) and health care proxy
  • Administrative support during probate process

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