FAQ`s

What services do you offer at Souza Wealth Management?

At Souza Wealth Management, we provide a comprehensive range of services including:

Wealth Management: Customized investment strategies, asset management, and portfolio diversification.
Financial Planning: Comprehensive financial planning, including retirement, budgeting, tax strategies, and savings.
Estate Planning: Creating wills, trusts, and other legal strategies to protect your assets and ensure your wishes are honored.

How can I get started with Souza Wealth Management?

Starting is easy! Simply contact us through our website, email, or phone. We offer a free consultation where we will discuss your financial goals, evaluate your current financial situation, and outline how we can help you achieve your objectives.

Do I need a financial advisor?

A financial advisor can help you make informed decisions, manage risks, and optimize your wealth. If you have long-term financial goals, want help with investment strategies, or need help navigating complex financial decisions, a professional advisor can provide invaluable guidance.

What is the difference between a will and a trust?

A will outlines how you want your assets distributed after you pass away and requires probate. A trust helps avoid probate and provides more flexibility in managing your assets during your lifetime and after. We can help you decide which is the best option for your estate planning needs.

How do you charge for your services?

Our fees are based on the services you require. We offer different pricing models depending on the complexity of your financial situation and the level of ongoing service needed. Contact us directly to get a customized fee structure.

Is my information safe with Souza Wealth Management?

Yes, we prioritize your privacy and security. All information shared with us is handled with the utmost confidentiality and protected using industry-standard security practices. We ensure that your personal and financial data is safe at all times.

Can you help with retirement planning?

Absolutely! We specialize in creating customized retirement plans to help you achieve a comfortable and secure retirement. We work with you to evaluate your current savings, projected expenses, and investment options to ensure your financial independence in retirement.

Do you offer services for businesses?

Yes! We offer business financial consulting, including tax strategies, investment planning, and retirement solutions. We help business owners optimize their finances and ensure their business and personal wealth are aligned.