Our Mission.
Treger & Associates is a family fee-only financial planning firm dedicated to helping high-net-worth individuals and families achieve their financial goals. As a fiduciary committed to working in the best financial interest of our clients, we implement solutions that integrate retirement, tax, and estate planning into a comprehensive financial and investment strategy. We help our clients achieve their financial goals by collaborating with their other trusted professionals, such as their CPAs and estate attorneys. By fostering relationships with our clients and collaborating with other professionals, Treger & Associates provides a holistic approach to wealth management.
What We Can Do For You
Investments
Investing and asset management begins with understanding our clients: your goals, risk tolerance, and current situation. We then develop an investment plan that aligns with your risk capacity and goals, and adapt with your approval as needed.
Estate Planning
There’s an aspect of financial planning that can be morbid and that’s estate planning. What will happen to your estate when you are gone? Have you determined your wishes and effectively planned for the execution and taxes? We work closely with your estate attorney and keep informed on ever changing estate variables and tax laws.
Retirement
Many people plan their entire lives for their retirement, and not just financially. We identify your retirement vision, whether that’s an African Safari, a beach house, or unlimited trips to see relatives, and leverage our resources to make it a reality.
We partner through all stages of our client’s lives to effectively plan for retirement, along with tax and estate planning.
Tax planning, estate planning, retirement and investments are all intertwined as pieces of a puzzle. As a comprehensive financial planning firm, we evaluate all facets of your life to develop a strategy, and review the strategy as your goals and life stages develop.
Education
Many families want to invest in their children or grandchildren’s education, allowing them to have opportunities they may not have otherwise. This can be one piece of the financial planning puzzle, and one we commonly work with our clients on.
Tax Planning
Taxes are another puzzle piece in financial planning, where we review client’s financial situation and analyze areas affecting their tax burden. As a result, we create a long term strategy, alongside your CPA, that can help our clients minimize or avoid future estate and income taxes.