Virtual Advisement, In Person Advisement
Business Succession Planning, Charitable & Planned Giving, Comprehensive Financial Planning, Elder Issues, Long Term Care, Employer Group Benefits, Estate Planning (Wills, Trusts etc), Insurance (Life, Disability, LTC, P&C), Investment Management, Retirement Income Planning, Special Needs Planning, Taxation, ESG Risk Management
My Calendar Link: https://calendly.com/wealthstandardfinancial
We are on a mission to build and protect generational wealth.
Wealth Standard Financial is an independent African American owned financial services firm dedicated to assisting clients with their greatest financial concerns. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life.