Get Started in 3 Easy Steps:
Schedule a meeting with us to discover what your ideal retirement looks like.
Using the Somerset WS Process, we’ll examine your current financial situation to determine your retirement needs.
Receive a custom strategy to help you reach your unique retirement goals.
Will your retirement be affected by the Trump Tax Laws?
With this 10-page instant download, written by one of Washington’s savviest political observers, you'll discover:
- How your taxes could be affected by the Trump tax change – today and in retirement
- Ways to help ensure your portfolio is as tax efficient as possible
- Strategies designed to make sure you don’t give Uncle Sam a penny more than necessary
At Somerset Wealth Strategies, our philosophy is simple:
Reduce Risk to Maximize Growth
We seek to help clients feel confident in their financial futures to live out their dream retirements.
Create Asset Protection Strategies
We build strategies that not only seek to maintain and grow clients’ assets but help protect them from downside market risk as well.
Offer Insurance with Assurances
We use financial products, like insurance and annuities, to further ensure clients are protected against risk.
Build “Relative” Plans
We treat our clients like family and vow to only recommend financial strategies we would suggest to our own families.