Company

We believe choosing the right financial services firm is one of the most important decisions you can make when building a financial plan.We are financial advisors who specialize in working with a select group of professionals, business owners, and retirees.  We developed and refined a process that puts all the pieces together for clients to achieve their goals.

 

Groh Wealth Management advisors as Investment Advisor Representatives with J.W. Cole Advisors, Inc. have a fiduciary responsibility to provide unbiased advice and financial strategies for every stage of life. Unlike many financial advisors, we are not bound to any financial institution and not required to sell any particular institutional products. Our disciplined approach for financial planning provides our clients a concise understanding of how to work towards their identified goals.

The common goals we specialize in serving for our clients are as follows:

Retirement Planning

• Analysis of Retirement Needs
• Retirement Plans
• Required Minimum Distribution (RMD) Analysis
• Income Planning
• Distribution Options
• Pension Payout Analysis
• Early Retirement Analysis
• 401(k) Retirement Plan Rollover Analysis

Investments

• Client Investment Portfolio Management
• Wealth Accumulation
• Risk Assessment
• Investment Cost Analysis
• Comprehensive Asset Review

Future Savings Goal 

• Calculation of Future Accumulation Goal Needs
• Goal Achievement Analysis
• Effect of Inflation on Accumulation Goal(s)
• Pre-Retirement Calculations for Retirement Cash Flow Needs
• Calculation for the Investment of Lump Sums of Money
• Computation of How Long Assets Will Last
• Calculation of Contributions and Withdrawals From Investments
• Calculation of Lump Sum Needed to Receive Specified Income

Goal Specific Planning

Business Planning 

• Corporate & Small Business Owner Retirement Plans
• Business Risk Management
• Business Valuation Analysis

Estate Planning 

• Wealth Preservation
• Estate Liquidity Needs
• Survivor Income Needs
• Estate Planning for Dependents
• Charitable Planning Strategies

Insurance

• Annuities
• Life
• Long Term Care
• Disability

Education Planning 

• 529 Plans
• College Savings Plans
• Education Funding Options

 

 Divorce Financial Services