FAQ
Frequently Asked Questions (FAQ)
What is wealth management?
Wealth management includes comprehensive investment management, financial advice, tax guidance, estate planning, and more to preserve your wealth. Using a high form of financial planning, wealth managers create an investment strategy that is tailored to your life goals and plans.
When should I start planning for retirement?
It is never too early to start planning for your retirement. In short, the answer is: as soon as you can. The sooner you begin saving, the more time your money has to grow.
How much do I need to retire?
You can start here by taking our quiz to find out. Our team at Wealth E&P will utilize the results from our Risk Quiz, factor in the other variables of your unique financial situation, and build a roadmap to get you to your retirement date.
What are the services provided by Wealth E&P?
Wealth Enhancement & Preservation offers the following services:
- Wealth Management
- Risk Management
- Tax Management
- Cash Management
- Legacy Planning
- Social Security Planning
- Benefits Management
- Charitable Giving
- Business/Succession Planning
- Retirement Planning
- Value Added Services
What is the process to begin working with a wealth advisor at Wealth E&P?
Our process generally involves:
- Discovering what you want to accomplish, what is important to you, and what your personal or family values are after you get in contact with us
- Designing how you will get to your goals and what services are the best fit for you
- Deploying financial and legacy planning, investment management, and risk assessment
- Providing a thorough and ongoing service, and building a lasting relationship with our awesome clients
What is your investment philosophy?
Wealth E&P refers to our investment philosophy as Sailing and Rowing, which allows us to adapt to varying market conditions.
Is Wealth E&P an independent wealth management firm?
Yes! Wealth Enhancement & Preservation is an independent, fee-based wealth management firm. We will work with you to manage your wealth and finances, and we will also collaborate with your tax and legal professionals.
What is a Certified Financial Planner® or CFP®?
A Certified Financial Planner® or CFP® is an individual that has earned a formal designation for their aptitude in managing finances, retirement, investing, education, insurance, and taxes by a governing board. Those with a CFP® distinction hold a fiduciary duty, meaning they must make all decisions that are in their client’s best interest. All four of our partners at the Wealth E&P firm hold the CFP® title, and they work to reach their clients’ goals and financial interests every day.
Where can I view my investment performance and holdings?
Our client portal allows you to log in and keep track of all performance. The three portals Wealth E&P use are eMoney Advisor, TD Ameritrade AdvisorClient, and FolioClient by Folio Institutional.
What are the Wealth E&P office locations?
Our Wealth E&P offices are located in Alpharetta, GA, Cartersville, GA, and Charleston, SC. For our addresses and to get in contact with us, visit us here.