Habersham Wealth Management, Inc.
http://habershamwealth.com Habersham County Georgia United States of America Phone: 706-839-1650 Fax: 706-839-1651
Habersham Wealth Management Insurance Agent - Business Development and Client Relations 706-839-1650 office 706-839-1651 fax Habersham Wealth Management, Inc. (HWM) is both a Registered Investment Advisor and a Licensed Insurance Agency in the great State of Georgia. Our Services We serve individuals and businesses in all areas of financial management, including: Retirement planning Processing and mananging your ROLLOVERS! Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. Tax management Making sure you don’t pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists. Estate planning Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. Risk management Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. Education funding Recommending investment and accumulation strategies to help you pay for your children’s or grandchildren’s education. Investment Planning Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals. Charitable Giving/Philanthropy Helping you to identify favorite charities and your personal gifting goals. Working closely with estate planning attorney to maximize after-tax wealth distributed to heirs and charities. Call today - we would love to talk with you about any of these services.
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