Offering Clients Holistic Financial & Retirement Planning Services
Candid Financial Guidance Nationwide
Candor Wealth Strategies serves clients across the United States with holistic retirement and wealth planning. While we work with people nationwide, we maintain a strong presence in Florida, Michigan, and the Chicago area. Whether you prefer to meet virtually or in person, our goal is to offer clear guidance and coordinated strategies built around your life. Candor Wealth Strategies has expertise providing personalized financial guidance for the following retirement plans:
● Employer plans including 401(k), 403(b), and 457(b).
● Federal employees, and members of the uniformed services through the Thrift Savings Plan (TSP).
● State Employee retirement and pension plans including Florida, Texas, Michigan, Illinois, and Virginia.
Our Professional Network
We partner with a handful of carefully vetted professionals and vendors who offer services that are complementary to ours. Additional services available to our clients include:
- 401(k): and employer planning for the Retirement System, DROP plans and Thrift Savings Plans are available.
- Estate: Trust-based estate planning documents including property deeds, financial and medical power-of-attorney, and pour-over wills are an available service.
- Tax: CPA partner referrals are available for tax preparation services and tax planning strategy each year.
- Legacy: Estate attorney partner referrals are available for more complex estate planning needs.
- Healthcare:
Health care professional partner referrals are available for health insurance prior to Medicare age.
