What We Do
Qualitative vs. Quantitative Decision-Making Planning
When you’re putting in long hours at work to grow your savings and prepare for the future, you aren’t daydreaming about leaving your money sitting in an account. Wealth is built to be enjoyed — but strategic wealth management strategies can extend and increase your opportunities for both enjoyment and financial security.
Every financial decision consists of two parts — an academic half and an emotional half — and the right decision usually lies somewhere in between. The Walled Lake Planning & Wealth Management team offers the analytical information and holistic guidance you need to make those emotional decisions wisely and with confidence.
If you find yourself asking:
- What are the trade-offs of paying off my mortgage early?
- Can I afford to find a less stressful job or work part-time?
- Should I take Social Security now or delay to maximize my monthly benefit?
- Is it in my best interest to gift assets during my lifetime?
