Our Mission
Empowerment Wealth Strategies believes in forging lifelong relationships by providing holistic and intuitive financial guidance.
We focus on your individual needs and goals, and follow-through with a dedicated process to discover, analyze and implement a successful plan.
With effective strategies and impeccable service, our goal is to help inspire your financial confidence.
Step One
Establish & Define Relationship
We explain how we work for you and the services we offer.
Step Two
Discovery
We gather data to learn more about you and your most important goals.
Step Three
Data Analysis
We Intuitively analyze your current assets and liabilities to evaluate your situation.
Step Four
Develop Your Plan
We illustrate your current siutation and demonstrate strategies to help you achieve your goals in detailed steps.
Step Five
Implement Plan
We implement mutually agreed upon strategies using curated investment platforms and insurance plans best-suited for your needs.
Step Six
Review & Monitor
We diligently monitor and reassess your plan to ensure it continues to meet your gals and inspire your financial confidence.
Accumulation Strategies
Systematic Savings Strategies
401(k) Retirement Plan Funding Guidance
Education Planning
Vacation Planning
Tax Advantaged Plans
Wealth Goal Planning
Wealth Monitoring
Retirement Healthcare Planning
Distribution Strategies
Education Distribution
Retirement Income Strategies
Social Security Planning
Healthcare Expenses
Retirement Plan Transitioning
Tax Efficiencies
Systematic Distributions
Gifting Strategies
Financial Guidance and Tax Planning Strategies
Financial Planning
Special Needs Planning
Eldercare Planning
Divorce
Job Transition
Business Strategies
Children's Financial Education
Retirement Living Analysis
Tax Planning Strategies
Investment and Asset Management
Investment Advisory Services
Invesment Modeling and Planning
Risk Analysis
Tax Loss Harvesting
Tax Efficient Portfolios
Alternative Investments
Asset Allocation Review
Retirement Plan Consolidation
Personalized Financial Website
Insurance Planning and Risk Management
Life Insurance Analysis and Implementation Strategies
Disability Income Insurance Strategies
Long-Term Care Planning
Risk Management Reviews
Health Insurance Review
Income Protection Strategies
Asset Protection Strategies
Life Insurance Reviews
Beneficiary Audit Review
Estate Planning Strategies and Wealth Transfer
Estate Planning Document Guidance
Gifting Strategies
Wealth Transfer Strategies
Business Successions Planning
Key Document Planning/Storage
Accounting Titling Review
Wealth Monitoring
Beneficiary Planning
Multi-Generational Planning
Financial Professionals
Client Engagement Team
Michelle Steinhour
Executive Administrative Assistant
Product Profiles
Request information on a variety of financial topics from the comfort of your own home.
Commentaries
Industry expertise, independent research, and world-class investment products.
Market Watch
Tools to help you track the financial markets, retrieve quotes, & view charts.