Pallas Wealth’s five key components! Our robust process follows the five key components to a quality financial plan. Before ever deciding to become client, you will receive a retirement income plan and a Social Security Optimization Report.

When you schedule a first visit with us, you will receive a reirement income plan AND Social Security Optimization Report, at no charge!

Complimentary

We will collect some basic information from you that allows us to provide you a very detailed income plan. During this process, you’ll have the ability to see first hand the detail and service you can expect when working with us. We’re excited to show you what we can do to help you and your family!

Complimentary

Customized and comprehensive financial solutions designed for the discerning investor and retiree, ensuring a secure and prosperous future.

When the paychecks stop coming in, it’s absolutely critical we protect the money you’ve worked so hard to save. You’ve already crossed the finish line once, don’t have to do it again.

Healthcare and long term care can be some of your largest out of pocket expens in retirement. We don’t believe LTC insurance is a great use of capital and we can show you ways to achieve the same results without the additional cost.

It’s no secret that taxes aren’t going anywhere. In fact, if you’re like most people, you have a stron suspicion they’re going up. Instead of putting Uncle Sam first in line to receive your money, we can work with you to create tax efficiency, insuring you’re putting your family first!

Estate planning is critical in insuring when and how your hard earned money is passed on. One of the most crucial components to our planning process is making sure we’ve mapped out exactly how to structure your estate and transfer of assets. Your loved ones are our top priority!

Small, medium and large businesses need to provide qualified retirement plan options for their employees to remain competitive, while rewarded employees for their hard work. Pallas can provide comprehensive retirement plan management service for plans of any size.