No matter where you are in life – just getting started or winding down a successful career – you have goals and dreams. At Superior Wealth Management Group, LLC, we are passionate about helping you realize those dreams. Through a holistic planning approach to investing and wealth management, which includes understanding your hopes, fears, goals, wishes, interests, and assets, we can help you increase the potential of your wealth. In addition, we are continuously attuned to the tax ramifications of investment management while managing your wealth.
Superior Wealth Management Group is a family office that offers you access to a consultative menu of financial and lifestyle services. We believe that your financial information should be organized, up to date, and easy to understand. Accordingly, we monitor and track your progress and adjust your financial plans along the way.
We are interested in building a long-term relationship that endures changes in your personal and professional lives as well as changes in the market. As your financial advocate, your success is our success.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Couples may be able to head off many of the problems in a marriage that money can cause.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
$1 million in a diversified portfolio could help finance part of your retirement.
What are your options for investing in emerging markets?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There are three things to consider before dipping into retirement savings to pay for college.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.