Our Services
While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
When you partner with Paul Carnahan & Old Woodward Wealth Management you can expect:
- Available direct access to senior portfolio strategists and fund managers.
- If needed, a comprehensive analysis of an existing portfolio to identify inefficiencies.
- Risk analysis to look at how your portfolio should respond to market volatility.
- Social, personal, or other particular portfolio constraints.
- A personalized portfolio to plan for retirement or other cash flow scenarios.
- Guidance in establishing a trust and planning for heirs.
- Available sophisticated tax management to limit tax liabilities.
- Insurance policy review to prepare for any unexpected life events.
- Comprehensive Retirement Plan to keep us on track, especially when life changes occur.
- Quarterly reviews of your portfolio.