Passage Wealth
When can I retire? Do I have enough? When should I take social security? How will taxes work in retirement? How do I efficiently pass on wealth to my kids and/or church and charities? At Passage Wealth, we help answer these questions and have you on your way retiring with clarity and confidence.
Our mission is to provide financial guidance and advice that enables you to live your legacy to its greatest potential. We believe a legacy is not just what’s left behind at the end of your life. It’s how you live each day. We do this by offering a wide range of service and support including but not limited to: retirement planning, retirement income planning, investment management, risk management, tax strategies, and charitable giving strategies to name a few. We encourage you to check out our website to learn more about who we are, services offered, and how we can provide you value.
