Our Three Lanes Of Focus

Do you ever consider if you are getting appropriate financial advice? Are you receiving advice focused on solving your known (and unknown) problems? Are you on the road to living your fullest life?

Here is the problem – planning doesn’t cover every stage of a family’s financial journey. Most guidance stays in a “single lane” of focus ignoring the complexities of a person’s unique financial situation. At Lettin Wealth, we understand you need more (and deserve more) while working towards achieving your dreams. You need a team with a personal touch that pays attention to every detail and has the experience to solve your most complex problems.

We Assist With Quarterly Planning

Q1
Investment Review
Q2
Tax & Estate Planning Review
Q3
lnsurance & Risk Management
Q4
Goal Planning & Projections
  • Review Liquidity Needs and Time Horizon - Set Up Withdrawals (FP)
  • Perform Portfolio Check-in With Client (INV)
  • Review Client's Asset Allocation Based On Their Risk Profile (INV)
  • Review Client's Investment Policy Statement & Distribution Strategy (INV)
  • Review Client's Goals and Current Funding Levels (FP)
  • Stress Test Portfolio (INV)
  • Send Memorandum With Information From Review
  • Review Estate Planning Documents On File (FP)
  • Consider If Any Recent Estate Law Changes Affect Clients (FP)
  • Analyze Whether Client's Net Worth Could Cause Estate Tax Consequence (TAX)
  • Review Client's Tax Return For Tax Planning Opportunities And Preliminary Roth Conversion Analysis (TAX)
  • Review Annual Gifting Opportunities (TAX)
  • Send Memorandum With Information From Review
  • Review All Insurance Policies On File (FP)
  • Consider Long-term Care Insurance (FP)
  • Review Life Insurance (FP)
  • Review Property And Casualty Insurance (FP)
  • Review Health Insurance And Medicare (FP)
  • Stress Test Portfolio (INV)
  • Update Financial Plan And "what-ifs" And Review "Guaranteed Income" (FP)
  • Send Memorandum With information From Review
  • Perform Year-End Tax Planning Opportunities (Including Tax-Loss or Tax-Gain Harvesting) [TAX)
  • Perform Retirement Distribution Analysis And Determine Strategy & Next Steps (TAX)
  • Perform Roth Conversions (TAX)
  • Review Client Benefits Plans (FP)
  • Perform Cash Flow Analysis and Retirement Projections (FP)
  • Perform Budgeting & Debt Management Analysis (FP)
  • Send Memorandum With Information From Review
"Lettin Wealth will help you master the impact of Roth conversions."
Robert Lettin
President of Lettin Wealth Management Group, Inc.
our philosophy

Less Speculation.

We believe in the free enterprise system and the opportunities it may to help you grow your wealth.

At the heart of our philosophy is one essential thing: you.

Contact us today to discuss,
Developing your Tax Management Map.