EMPHASIS ON RETIREMENT PLANNING AND TAX MITIGATION

At Applewood Capital Management we strive to provide our clients with the service, tools and means 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 of financial planning to a higher level.

By leveraging our relationships with today’s and tomorrow’s thought leaders in the financial industry, Applewood Capital Management is well positioned to meet the needs of everyone in its community.

Applewood Capital Management specializes in:

• Retirement Income Planning
• Planning for health costs in retirement
• Addressing Long-Term Health Care risks and expenses
• Maximizing Social Security income
• Tax planning through ROTH IRAs and ROTH conversions

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