EMPHASIS ON RETIREMENT PLANNING AND TAX MITIGATION

At Applewood Capital Management, we strive to provide our clients with the service, tools, and strategies necessary to meet all of their financial goals.

With continuous tax law changes, and rapidly changing economic trends, the traditional financial and retirement planning process that our parents utilized is no longer adequate for the average retiree today, just from a longevity risk standpoint alone.  Applewood Capital Management has embraced this new paradigm and taken these needed newer concepts and strategies of financial planning to a higher level.

Applewood Capital Management is well-positioned to help clients achieve peace of mind with regard to their retirement income and legacy outlook. We have helped many individuals improve their investment planning with a no-cost, no-obligation consultation. 

Applewood Capital Management specializes in:

• Retirement Income Planning for a secure and comfortable retirement
• Thrift Savings Plans for Government Employees
• Addressing Long-Term Health Care risks and expenses
• Maximizing Social Security income
• Tax planning through ROTH IRAs and ROTH conversions
• Enhancing legacies through proper estate and tax planning

For business owners, our network of easily accessible experts in every phase of employee benefits, succession planning, etc. can help you address these time-consuming but important aspects of a successful business.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

 

     DUNS:  080292770