What We Do

In everything we offer at Performance Wealth, it all comes back to you. From your first investment to planning for retirement and every life event in between, we’re here to help.

Goal Review and Communication

  • Discover Financial DNA
  • Cash Flow and Net Worth Analysis
  • Regular Portfolio Meeting
  • Access to Financial Advisor Team

Retirement Planning

  • Accumulation Strategy (IRA, Roth IRA, 401k)
  • Distribution Strategy
  • Succession Planning
  • Estate Planning Strategies
  • Life Insurance Analysis
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Financial Services

  • Investment Management Analysis
  • Financial Plan with Annual Action Agenda
  • Continual Monitoring
  • College Funding

Tax Efficient Strategies

  • Tax Management
  • Planning for Upcoming Changes
  • Communication with Tax Preparer

Your Financial DNA

GET STARTED

Start by getting your Communication DNA.

Securities offered through LPL Financial, member of FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP) dba Performance Wealth, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Florida, Virginia, Georgia, and South Carolina.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.