WELCOME TO 3rd level wealth
Is your current financial plan serving a purpose?
Or is there confusion with your plan and perhaps a lack of clarity?
If so, we can relate.
That's why we created the simple, yet effective three level process for financial planning.
We design financial plans that change the world around you.
That's the 3rd Level Wealth difference.
The Three Levels of Wealth
Wealth isn't simply having a lot of money.
Wealth is what money allows you to do, and what impact it allows you to make.
Everyone starts at the 1st Level of Wealth. Defining your 'enough' and managing your wealth in a way that aligns with your desired lifestyle allows us to begin making impactful planning decisions.
After completing the 1st Level, we focus on building a plan that prioritizes taking care of and providing for the next generation.
The 3rd Level of Wealth is also known as Legacy and Impact. Your wealth can be used in a way that makes the world a better place, there just has to be a plan in place to make it happen.
And that's what 3rd Level Wealth is here for.
Which level are you on?
Set your intentions. Build a plan. Leave a legacy.
Financial planning that prioritizes your life, not just your money.
Financial & Tax Planning
You're only as strong as your foundation. Financial planning is designed to build your financial foundation and address areas from cash flow to debt management to tax planning to preparing for a major purchase.
A comprehensive giving plan must take into account all aspects of your personal and financial life. We help you with the tax planning to ideally reduce income taxes and eliminate estate taxes.
Financial planning is more than just the numbers. 3rd Level Wealth exists to help manage your money in a way that prioritizes your life and your values, not just investment returns.
Estate planning is an essential part of financial planning because you can do a great job of managing money throughout your life, but your assets also need a plan in place for after you're gone.
We work with you to understand your goals, your values, and your risk tolerance and build our investment strategy to align with them
We work with you to ensure you're covered with appropriate insurance(s) & an estate plan and will provide recommendations to providers and attorneys when necessary.