With You Through Every Phase of Life
Your team at Pintler Wealth Management Group applies decades of industry knowledge and investment planning experience to our work on a daily basis. We’ve learned that different life events and stages often mean a change in priorities and a need for specialized guidance. Hover over each box below for the action items to consider during that specific life change.
Getting Married
Marriage can usher in many significant investment planning needs, from buying a home to planning for children. It also requires new dialogue as spouses learn how to develop an investment plan that addresses their respective priorities. Our team helps facilitate those important conversations.
Starting a Family
On average, it costs about $250,000 to raise a child, 1 not including the cost of college. Planning and saving early can often be one of the keys to meeting the needs of starting a family. If need be, we will help you review options for life insurance coverage and college savings plans.
Job Transition
Changing jobs, careers, and life paths often requires foresight and careful investment planning. It may also involve returning to school or starting a new business, both of which have high costs associated with them. Our team can assist you with investment planning, 401(k) options, or education funding.
Caring for Aging Parents
If you find yourself responsible for the care of one or both of your elderly parents, it is important to understand your options. Pintler Wealth Management Group can help you develop an investment plan for living expenses, discuss who will oversee parents’ assets, explore strategic investment opportunities to generate additional income, and manage retirement savings responsibly.
Grandparenthood
Today’s grandparents are often far more engaged in the lives of their grandchildren, and in fact, 62 percent of grandparents provide some level of financial support for grandchildren. This can include support as small as paying for dance classes or the larger contribution of funding college tuition. Pintler Wealth Management Group helps secure your grandchildren’s futures with education funding, gifting strategies, trust services, and estate planning strategies.
Starting Social Security Benefits
Claiming Social Security is one of the most complex retirement choices you will make. We have access to robust software that can help analyze many of the Social Security benefit scenarios available to you and help you evaluate which one best fits your personal circumstances.
Investment Solutions with a Team Approach
Our team approach helps to ensure each aspect of your financial life is dutifully cared for. Hover over each option below to discover the investment planning solutions we offer in addition to our in-depth planning and comprehensive investment approach.
Investment Planning
Pintler Wealth Management Group is committed to providing you with informed perspectives and tailored approaches to your needs and challenges. Together – and in collaboration with your CPA, tax advisors, and legal counsel – we can explore your needs regarding investment planning as we work to help you build, manage, preserve, and transition your wealth.
Pre and Post Retirement Planning
Our retirement planning services are designed to allow you to identify your specific goals for retirement and develop a plan to help you achieve them. Pintler Wealth Management Group assists in preparing a flexible plan to transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy.
Wealth Protection Strategies
Your financial future depends on a variety of uncontrollable circumstances. That’s why Pintler Wealth Management Group provides you with access to a wide range of insurance coverages that can help with unforeseen costs and losses, including disability, life, and long-term care insurance. We can review your existing insurance policies, too.
Business Solutions
Pintler Wealth Management Group provides corporate executives and business owners with guidance for managing concentrated positions, employee stock option exercise and sale, succession planning, company 401(k)s, employee benefits review, and business transition strategies.
Estate Planning Strategies
What will you leave behind? Pintler Wealth Management Group works alongside your attorney to integrate your investment and estate plans. We’ll also review your current estate plan and evaluate potential tax-advantaged strategies to protect your family and make sure your wishes will be followed.
Multi-Generational Investment Planning
Pintler Wealth Management Group takes time to build long-lasting relationships with each individual of your family, which helps us manage your wealth to meet your needs now and into the future. Throughout the decades of our services, we’ve been fortunate to help countless families create plans to build, manage, and preserve their wealth for transition to future generations.
