Your trust. Our expertise.
Our responsibility to our CLIENTS always comes first. We take great pride in being a FIDUCIARY, always working in our clients' BEST INTEREST. No two clients are alike, and everyone’s financial situation and objectives are different. Whether you are planning for retirement or already in retirement, we will work together to customize a plan that is right for YOU.
Investment Advisory
Tax Strategies
Estate Planning
Investment Advisory
This consists of a three-tier income strategy, that is a method of organizing income sources and investments to work toward financial stability, growth and security across different stages of life and market conditions.
Tax Strategies
This includes a wide range of planning from where to invest your assets, how control your tax exposure on growth, and how your withdrawals will affect your taxes and IRMAA. It also covers strategies seeking to minimize taxes throughout your lifetime.
Estate Planning
Essential to preserve your assets, avoid probate, maintaining control over management and distribution of your estate. Proper planning ensures that your wishes are followed, including provisions for medical and durable powers of attorney.
The TPCP® (Tax Planning Certified Professional) granted by The American College of Financial Services is a designation that recognizes advanced expertise in tax planning and strategy. Professionals with this credential have completed rigorous training to help clients minimize taxes, optimize retirement planning, and make informed financial decisions. This designation complements traditional financial planning, ensuring a tax-aware approach to building and protecting wealth.
Steve Boeckmann is the only CERTIFIED FINANCIAL PLANNER™, CRPC®, ChFC™ , and TPCP™ at BW Wealth Management.
Why CFP® Certification Matters
Although many professionals may call themselves “financial planners”, only those who have completed the extensive training and requirements of the CFP® Board can call themselves a CERTIFIED FINANCIAL PLANNER™. CFP® certificants have met the Board’s education, examination, and experience requirements. They also agree to adhere to high standards of ethical conduct, annual continued education, and pledge to keep their clients best interests as the top priority. For more information on the CFP® designation, please visit www.cfp.net.
Client Centered
The Chartered Financial Consultant® (ChFC®) designation, granted by The American College of Financial Services, represents a distinguished standard of excellence in the financial services industry. It signifies a financial professional’s extensive knowledge and advanced training across a broad spectrum of financial planning disciplines, including insurance, taxation, retirement planning, estate planning, behavioral finance, planning for non-traditional family structures, small business strategies, and other critical areas.
CRPC
I specialize in guiding clients through the complexities of retirement. From Social Security and Medicare to income strategies, long-term care, and tax-efficient withdrawals, my focus is on helping retirees and pre-retirees make confident, informed decisions for life after work.