Helping create the biggest impact and legacy with your money
At Collaborative Wealth Strategies we strive to provide an excellent client experience. CWS was started in 2011 on the premise that, like any great team, a financial team needs to work together to be successful. Providing an atmosphere that encourages collaboration between advisors, accountants, and attorneys has helped our clients put together well rounded financial plans encompassing all of their financial lives.
We are proud to work through an independent broker/dealer and registered investment advisor to be able to provide recommendations to address your unique situation.
Take a look around. Get to know us a little bit then give us a call to schedule a complimentary initial consultation. We'd love to meet you and see if we would be a good fit for your financial team!
Newsletters
-
Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
-
Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
-
Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
-
Two Tax-Friendly Retirement Plans for the Self-Employed
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?