Individuals and Families
Personal Solutions
Murphy Wealth Management provides individuals and families with innovative, cutting-edge wealth design services to have you live your best financial life. This is accomplished by growing, protecting, and conserving your wealth through all STAGES OF LIFE:
Some of our key services are:
- Retirement Planning
- Estate Planning
- Planning for Families with Special Needs Children
- College Planning
- Charitable Planning
- Disability and Extended Care Needs
- 401(K) and IRA Rollovers/Roth IRAs
Listening to your needs, goals, and tolerance to risk, we will design a wealth strategy to bring clarity to where you’re going and how to get there. Contact us to learn more.
Wedding Bells and Beyond
You've made a lifelong commitment to each other. Now it is time to make your dreams a reality and protect your loved ones along the way. Whether a new house, children, or maybe even a business is in your future, now is the time to begin planning. Let us show you how.
College Funds and Trusts
You have options when considering how to secure and plan for your children's futures. Whether it is college savings strategies, special needs trusts or a combination of both, let us show you how.