Since 1986, Custom Wealth Solutions has been committed to providing the highest standard of financial services, specializing in wealth management, retirement planning, tax strategies and income planning.

After working for the firm for three years under its previous owner, current CEO Mike Windle purchased the company in 2019 with a mission to “work with clients to not only preserve their wealth but simultaneously help them grow it, while saving them in taxes and helping ensure retirement success.”

One of Custom Wealth Solutions’ biggest financial resources is their proprietary process called the Custom Wealth Solutions Retirement Blueprint – a custom, four-part plan designed to meet the needs of each individual.

The four-step blueprint includes setting up the foundation using the customer’s net income, followed by framing an investment portfolio that generates income as tax-efficiently as possible, then a risk assessment and finally the finishes, which focus on long-term care, Medicare and tax preparation.

The firm uses this plan to address the following common issues: tax reductions wherever possible, growth on investments, a well-diversified portfolio, preservation of assets and a fair return, having a comfortable standard of living, a retirement plan for the future, investments outside of the stock market and much more.

“The fun part is doing the problem solving and putting the puzzle pieces together so we can come up with a plan,” Windle said.

He explained that one of the most rewarding aspects of the advisor role is to see people’s worries and apprehension fade.

“Money is one of the biggest things that stress people out so we love being able to give them the blueprint that provides clarity and gives them the ability to enjoy their retirement,” Windle said.

In addition to retirement planning, Custom Wealth Solutions’ sister company, Custom Insurance Solutions, works with top-rated insurance providers to provide life insurance, annuities, Medicare, under 65 healthcare and long-term care services.

Custom Tax Solutions, another independent firm and sister company to Custom Wealth Solutions, is dedicated to taking a proactive approach to customers’ tax situations.

True passion for each customer is at the heart of each staff member at the firm.

“We have some clients who have been clients for over 15 years, so seeing them go from the planning phase to retirement and seeing them enjoy their lives and sending us pictures and postcards from their trips or family gatherings is rewarding,” Windle said.

In addition to caring for their clients on an individualized basis, Custom Wealth Solutions is dedicated to community involvement. As a local business, participating in Plymouth’s Christmas community events, along with festivals throughout the year is important to the firm.

Throughout the year the firm holds functions, like free workshops for clients, which are packed with information regarding finances, taxes and social security, as well as hosting client appreciation events.

For more information or to schedule a one-on-one meeting to strategize a plan with one of Custom Wealth Solutions’ professional financial advisors, visit www. customwealthsolutions.com or call (734) 844-3400.