Elevate Your Retirement Experience
A team you can trust. The lifestyle you deserve.
Meet Your Wealth Partners
Stacey L. Tate, CFP®
President | CEO
You’ve worked hard to grow your wealth and secure your financial future. We’ll work even harder to help protect it. At Tate Wealth Management, we understand the importance of having confidence in your financial future for yourself and your family. Together, we’ll design a comprehensive retirement strategy to help you solve life’s financial challenges while continuing to grow your wealth.
We’re your trusted retirement partners.
Instant Download Will Your Money Last As Long As You Do?
Retirement today looks much different than it did just 20 or 30 years ago. As the responsibility for saving falls more and more on individuals, many wonder if they will be able to retire at all. As your trusted partners, we know the secret to a confident retirement is knowledge and action. Check out our complimentary, 8-page guide to discover:
- How an experienced financial professional can help address your retirement “what ifs?”
- Why you should plan for potential future health care needs.
- The questions you should be asking about retirement including, “How do I make my money last?”
Growth. Protection. Confidence. Our Suite of Services
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
IRA Legacy Planning
Estate Planning
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Your Best Years Are Just Ahead “We view financial planning as a collaborative process with our clients. We aim to build lifelong relationships rooted in trust and integrity.”
Stacey L. Tate, CFP®
President | CEO
4 Easy Steps Take the First Step Today
Step 1: Discovery
In this initial consultation, we delve deep into your retirement dreams, financial aspirations and unique circumstances. We’ll explore your goals and create a tailored plan that reflects your vision for an elevated retirement experience.
Step 2: Strategy
Our expert team conducts a comprehensive analysis of your current financial landscape. We then chart a strategic Retirement Prosperity Plan that aligns with your retirement goals. This path is designed to maximize growth, protect your assets and ensure financial security throughout your retirement years.
Step 3: Implement
Once we’ve collaborated and agreed on the best strategy, we’ll implement your plan. Your strategy will take into account your risk tolerance, income needs and desired lifestyle. It’s all about tailoring the plan to fit your unique circumstances and aspirations.
Step 4: Legacy
Once your plan has been implemented, we will continue to review and make updates as your goals and situation change with time. We will ensure your legacy will endure and continue to benefit you and those you care about most.