Income Tax Planning:
Review of Cost Basis, Review Realized Gains, Carry Forward Losses, Tax Loss Harvesting, Tax Return Review, Potential Roth Conversion, Health Savings & Flexible Spending Accounts.
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PWA PROFESSIONAL WEALTH ADVISORS LLC
@pwaplan
Assistance to Family & Friends:
Gifting, Education Planning, Caring for Elderly, 529 College Plan Review, Roth IRA for Children, UTMA.
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Cash Flow & Budget:
Income Sources, Expenses & Budgeting, Debt Management, One-Time Expenses, Planned Large Expenses, Emergency Funding, Dollar Cost Averaging, Mortgage Review, Line of Credit.
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Risk Management & Insurance:
Review of Existing Policies, Life Insurance Needs, Long-Term Care Insurance, Disability Insurance, Health Insurance, Property & Casualty Insurance.
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Estate Planning & Charitable Giving:
Wills, Power of Attorney, Living Will, Health Care Proxy, Trusts, Irrevocable Life Insurance Trusts, Estate Taxes, Guardians for Minor Children, Charitable Giving & Trusts.
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Our Mission & Value
Our mission is to provide the essential coaching and guidance for our family, friends and clients to accomplish the things in life that are truly important to them. We will provide this guidance with integrity, honesty and, above all else, great personal care. The true benefit to our clients is found in the confidence they have when they pursue their personal, professional and financial goals.
When you choose to work with Professional Wealth Advisors, LLC, you are choosing to work, not with an individual advisor or a group of advisors, but with a team of professionals: planners, advisors and client assistants, who care absolutely about you and your success. We do not work with customers or clients, we help people. People who trust us with the hopes and dreams for their future, and the futures of those they care for most. We work to help them design and implement their life’s plan.
Your dreams. Your legacy. Your plan.
Investment Philosophy
As founding members of an independent advisory firm it is our pursuit to change the way people think about investing.
We believe that markets are efficient – They work. We understand that historically, and over the long-term, equities tend to outperform fixed income, small companies tend to outperform large companies, and value companies tend to outperform growth companies.
What this means to our clients is we focus on the factors that we can control:
- A disciplined approach using diversified asset allocation strategies with low expenses, aimed at reducing taxes.
- Faith that capital markets are efficient and the great companies around the world will continue to grow and expand.
- Patience to tune out the daily economic and financial media and stay the course.
The real advantage comes in the certainty that you are getting your fair share of the market return, both positive and negative, based on the risk you are willing to bear.
Our mission is to provide the essential coaching and guidance for our family, friends and clients to accomplish the things in life that are truly important to them. We will provide this guidance with integrity, honesty and, above all else, great personal care. The true benefit to our clients is found in the confidence they have when they pursue their personal, professional and financial goals.
When you choose to work with Professional Wealth Advisors, LLC, you are choosing to work, not with an individual advisor or a group of advisors, but with a team of professionals: planners, advisors and client assistants, who care absolutely about you and your success. We do not work with customers or clients, we help people. People who trust us with the hopes and dreams for their future, and the futures of those they care for most. We work to help them design and implement their life’s plan.
Your dreams. Your legacy. Your plan.
Investment Philosophy
As founding members of an independent advisory firm it is our pursuit to change the way people think about investing.
We believe that markets are efficient – They work. We understand that historically, and over the long-term, equities tend to outperform fixed income, small companies tend to outperform large companies, and value companies tend to outperform growth companies.
What this means to our clients is we focus on the factors that we can control:
- A disciplined approach using diversified asset allocation strategies with low expenses, aimed at reducing taxes.
- Faith that capital markets are efficient and the great companies around the world will continue to grow and expand.
- Patience to tune out the daily economic and financial media and stay the course.
The real advantage comes in the certainty that you are getting your fair share of the market return, both positive and negative, based on the risk you are willing to bear.
12 posts
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Living in United States
Located in Downers Grove Office 2655 Warrenville Road Suite 110 Downers Grove, IL 60515
