Von Adelung Wealth Management has the purpose to help anyone who asks for financial help. We have served many individuals and family members by helping solve everyday financial problems. We are solution-oriented and enjoy hearing from our clients.
Here are some basic financial areas we address during our quarterly meetings with our clients. The following is a checklist that gets reviewed in every meeting:
- Emergency savings (3 months minimum)
- Contributing to a retirement plan
- Paying off all debt (completely debt-free)
- Strategy to lower taxes
- Life Insurance
- Having a Will or Trust
- College savings
- Roth IRAs for children
- Long Term Care Insurance
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