Two Tugboats Wealth Management
“I want you to think about sending a tugboat and not a showboat.”
-John Lewis, Civil Rights Activist (Quote from debate for Georgia Congressional seat, 1986)
Recent Articles
“I want you to think about sending a tugboat and not a showboat.”
-John Lewis, Civil Rights Activist (Quote from debate for Georgia Congressional seat, 1986)
“At Two Tugboats Wealth Management, LLC we believe in giving sound, client-centered advice. We believe in being reachable and responsive. Here you will find no fussiness nor stuffiness … simply clear, accessible, and expert financial advice, and wealth management services. ” -Leanne M.
Fee-only portfolio management for all levels of risk appetite. Values-based advice for achieving financial goals.
Solutions for both the accumulation phase of retirement planning, as well as for creating one’s retirement “paycheck”.
Strategies to structure excess cash holdings. Savings strategies for goals: buying a home, children’s education, charitable giving…
Planning with an eye towards the tax implications, preservation and the final disposition of one’s hard-earned assets and possessions.
Recent Articles
"…having enough Cash Reserves and the right amount and type of insurance is an important part of planning“
"Managing risk isn’t about avoiding it altogether, it’s about making sure your investments align with your personal goals, time horizon, and comfort level.“
"…With a solid plan in place, we get to see our clients enter retirement prepared and at ease. It is especially sweet when that penultimate year has been successful.“
"…You don’t need to know everything to get started, you just need to start learning, one concept at a time."
"Estate planning is the living process of deciding what will happen to one’s personal property at death (the final distribution and transfer) and then making those decisions legally binding and at least tax-considered…“
"Whether you’re setting up joint accounts, creating new budgets together, or discussing long-term financial goals, understanding how to manage your shared finances is essential for a successful partnership.“