Connecting Tax and Financial Planning For Long-Term Financial Security
Towers Wealth Management, Inc. is an independent comprehensive tax planning and wealth management firm assisting individuals, families, and small business owners through the many financial milestones in life, from running a business to sending a child to college to preparing for retirement.
Towers Wealth Management is a family firm based in Parker, Colorado, we work with clients throughout the greater Denver metro area, including Centennial and Aurora. As a family business, we treat our clients like family. We strive to build trusted and long-lasting partnerships with our clients, providing customized strategies, personalized service, frequent communication, and client appreciation events.
As independent advisors supported by broker-dealer HD Vest Investment ServicesSM, we are focused on each client’s individual goals, unique situations, and risk tolerance. Our relationship with HD Vest provides a wide range of products that enables us to customize sensible solutions for our clients’ needs.
At Towers Wealth Management, we understand that clients have worked hard to build their wealth. Our goal is to develop appropriate strategies that may help them preserve their wealth, mitigate taxes, and pursue their vision of a successful financial future.
Investment and financial planning services are offered by Deborah Towers through her affiliation with HD Vest.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Do you know where the idea of “retirement” comes from?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When should you take your Social Security benefit?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A bucket plan can help you be better prepared for a comfortable retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.