Our Services
Financial Planning
Our financial planning is a natural extension of portfolio management. Once the portfolio is structured properly, the data becomes the raw ingredients for a full plan, covering retirement timelines, Roth conversions, estate design, and glide path evolution across accounts.
A portfolio on its own is only half the story. Real clarity comes when investment strategy is paired with a coordinated plan for taxes, retirement, estate, and income. Our financial planning builds on the foundation of your portfolio to create a structure that adapts as your life evolves.
Our Approach
- Retirement Timelines: Translate your savings and investments into a clear path toward financial independence.
- Roth Conversions & Tax Strategy: Use your portfolio data to optimize conversions, withdrawals, and annual tax decisions.
- Estate Design: Align account structures, trusts, and legacy planning with your long-term goals.
- Glide Path Evolution: Coordinate allocations across all accounts (401(k), IRA, taxable, Roth) so risk is managed consistently.
What Makes Revise Different
Portfolio-First Planning
We don’t guess at numbers; every plan is built on real portfolio data.
Adaptive Framework
Your plan evolves with tax law changes, market shifts, and life events.
Comprehensive Yet Practical
We deliver clarity without drowning you in complexity.
Who We Serve
While Revise is open to all, our financial planning services are particularly well-suited for:
- Families who want confidence that their wealth will outlast them.
- Professionals navigating income, equity comp, and tax challenges.
- Investors looking for a clear retirement and estate strategy—not just an investment account.
FAQs
A CPA looks backward when filing returns. We look forward by structuring your portfolio and withdrawals to reduce future taxes. Both roles matter, but without proactive planning, you may be leaving money on the table.
We focus on capital gains, income taxes from investments, and estate taxes. Through strategies like Roth conversions, withdrawal sequencing, and tax-efficient investing, we help minimize the drag taxes create on compounding.
No. Even small differences in how accounts are structured and withdrawals are timed can add up to significant savings over decades.
No. We are not a CPA firm. We embed tax-aware strategy in your financial plan and coordinate with your accountant to ensure everything is implemented correctly.
We place the right assets in the right accounts, use ETFs and direct indexing for tax-loss harvesting, and avoid unnecessary turnover that triggers taxable events.
Yes, which is why we update plans continuously. Our job is to adapt your strategy as laws evolve so you stay ahead instead of reacting later.
Next Steps
The goal is clarity. Our process begins with a simple conversation to see if our approach is the right fit for your family's future.
Who we are
Preserve, compound,
and protect wealth
with discipline.
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Investment advisory services are offered through Revise Wealth LLC, a Registered Investment Adviser (CRD 335629, State of Illinois). Advisory services are available only where Revise Wealth is properly registered or exempt from registration.
Insurance products are offered through Revise Insurance Group LLC (domicile IL #3002790618; CA d/b/a Revise Insurance Solutions #6012761). Fixed indexed annuities (FIAs) are insurance contracts, not bank deposits or securities. They are not FDIC- or NCUA-insured, and guarantees rely on the issuing insurer’s claims-paying ability. Contract values may be reduced by surrender charges, market-value adjustments, or other provisions—review the policy and riders carefully.
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