Distribution Planning

Distribution Planning

Maximize your retirement income while minimizing your investment taxes.

Our goal is for your money to outlive you.

More and more noise is creeping into the markets today — worries about the economy, taxes, volatility and the fallout from the pandemic. We can help you cut through the noise and understand how a well-built plan can help you plan for retirement.

Your financial future should be built on solid strategy, not fluctuating wildly as the winds blow.

We work hard to balance our clients’ portfolio based on their stage of life and their tolerance for risk so they have peace of mind. We manage finances in the current climate with an eye on the future. Often, that means balancing investments where the risk varies so that growth potential can be maximized for tomorrow without jeopardizing the cost of living today.

What You Need to Know

We believe in diversification so that market volatility doesn’t derail you from your plans for the future — but that diversification depends on a clear understanding of your situation.

No matter where you are in life, the time to set your goals is now; we can’t reverse decisions made in the past, but we can maximize and optimize your plans for the future.

What Sets Us Apart

Large financial firms typically put their employees through standardized training programs and hold each staffer accountable to conduct business using standardized methods and approaches.

At CD Wealth Management, we rely on our colleagues to build a breadth of knowledge — along with a depth of skill in one or two disciplines — so that clients benefit from working with a team with a wider range of deeper capabilities, such as tax strategies, compensation planning, charitable giving or risk management.

Other Areas of Expertise

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Wealth Management

Comprehensive planning that is aligned and in sync with your investment portfolio.

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Portfolio Management

Meet your goals by rebalancing accounts to stay in line with your risk tolerance.

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Financial Planning

Develop your long-term goals, take stock of your net worth and work toward your needs.

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Liquidity Management

We focus on publicly traded liquid markets, which allows us to reduce value disruption in market downturns.

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Estate Planning

Ensure that your legacy will be protected and your assets will be cared for according to your wishes.

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Tax Planning

Strategies designed to maximize your savings — and minimize how much you pay.

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