Services

McHarg & Associates takes a proactive approach to wealth planning with the ultimate goal of helping individuals and families preserve their lifestyles now and throughout retirement. We begin by learning what’s most important to you and developing strategies aligned with your personal goals and objectives.

It’s important to understand how you will structure your retirement income, how long your income will last, and which sources of income you should tap into first, with a goal to minimize taxes and maximize income potential.

At McHarg & Associates Wealth Planning, our focus is on helping you build, preserve, and prudently manage your wealth over time. We believe that without a plan in place to pursue established goals, it’s nearly impossible to measure your progress along the way.