Renaissance Wealth Management
With the overwhelming number of financial products available today, you need a trusted advisor that can provide unbiased recommendations and impartial guidance. As an independent financial services firm, you can be assured that our advisors will be objective with a focus on your best interests as we work to achieve your goals. Contact one of our advisors today and let us put our experience and expertise to work for you.
What is your risk profile?
Clients can complete the online risk questionnaire to gain insights into their risk vs reward profile.
Get Started...Newsletters
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.