At Prokopec Wealth Management, we offer individuals, families, and business owners comprehensive services designed to help them build, protect, and preserve their wealth. Our clients range in age from the young family to the mid-career professional to the couple preparing for retirement.

Wherever clients are in life, many are concerned with ensuring they will have enough money to last throughout retirement and leave a legacy. In order to address this and their other personal objectives, we utilize a holistic process and offer comprehensive services, including:

Wealth Management

Without a forward-thinking strategy delivered by a dedicated and knowledgeable team, it may be difficult for you to pursue your goals. Through our investment and portfolio construction, we assist clients with:

• Bonds
• Common Stock
• Exchange Traded Funds (ETFs)
• Mutual Funds
• 529 Plans
• Government Securities
• Brokerage Accounts
• Alternative Investments
• Variable Annuities
• Traditional, Roth, SIMPLE, and SEP IRAs

Financial Planning Strategies

Financial planning is the process of identifying financial goals and creating a roadmap for how to achieve them. The primary objective is to determine how to build and preserve wealth, while also planning for the future. We can assist clients with:

• Retirement Planning
• Income Planning
• College Planning
• Estate Planning
• Tax Planning
• Cash Flow Analysis

Insurance

Having the right insurance can help protect your financial strategy. We can evaluate your current risk plans to determine if they adequately meet your needs. In developing a comprehensive financial strategy, we help you address your insurance needs and assess appropriate options, including:

• Life Insurance
• Long-Term Care Insurance
• Disability Insurance
• Annuities

Business Planning Strategies

We can assist business owners tackle some of the financial complexities of running a business, including:

• 401(k) and 403(b) Plans
• IRAs
• Defined Benefits Plans
• Profit Sharing Plans
• Exit Planning