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SERVICES

WEALTH MANAGEMENT SERVICES


Ogorek Wealth Management LLC provides coordinated wealth management services to consumers who have at least $500,000 of assets to invest. Our service offering includes consultation on specific areas of interest, modeling multiple retirement scenarios, the creation of your individualized financial plan as well as a full range of portfolio management services.

PLANNING FOR TODAY AND YOUR FUTURE

  • Creating a dynamic financial plan based on your goals and objectives
  • Collaborating with your accountant and attorney, as required
  • Educating your children about money concepts
  • Assessing your risk management plan including life insurance, disability insurance, and liability insurance

INVESTMENT MANAGEMENT

  • Assessing your investment risk tolerance
  • Managing your brokerage, variable annuity, IRA, Roth IRA, 401k, revocable and irrevocable trust accounts
  • Proprietary tax efficient portfolio strategies

TAX PLANNING

  • Electronic transmission of quarterly estimated income tax payments, as requested
  • Reporting of realized capital gains & losses to CPA, as requested
  • Calculating & monitoring of required minimum distributions from retirement accounts

EDUCATIONAL PLANNING

  • Exploring finance options for college and graduate students
  • Saving for college via a 529 plan
  • Finding a school within your budget

RETIREMENT PLANNING

  • Pension vs. lump sum distribution analysis
  • Evaluating survivorship pension options
  • Change of residency, e.g.: Florida, South Carolina, etc.
  • Evaluating continuing care retirement communities 

ESTATE PLANNING

  • Philanthropic planning and design services, as requested
  • Advice on gifting strategies to family members and non-profit organizations
  • Review of your will, power of attorney (POA) and health care proxy
  • Administrative support during probate process

 

Call or email to schedule your complimentary consultation today!   

Phone: (716)204-8630
Email: prosper@ogorek.com