Services
Services
WHO WE SERVE
WHAT WE DO

Fee Based Financial Planning
An initial four-step process and a recurring annual review where we go in-depth on the following topics:
- Goal Planning
- Budgeting and Expense Tracking
- Debt Analysis and Reduction Strategies
- Porfolio Analysis
- Employee Benefits Review
- Insurance Needs Analysis
- College Funding Analysis/Plan
- Retirement Analysis/Plan
- Tax Planning
- Estate Planning in coordination with your Attorney
- Retirement Income Plan
- Pension maximization strategies
- Required Minimum Distribution Planning

Wealth Management
The wealth management services offered at Empower Wealth Management LLC encompasses all aspects of your financial life. This option is for clients who are looking to receive investment management advice on topics including risk assessment, asset location, asset allocation, and re-balancing.
Our comprehensive wealth management package includes a complimentary goals-based plan with a minimum of assets under our management.

Protection Planning
Providing guidance to be prepared for when you experience some of life’s unhappy moments such as: loss of a job, death or disability of an income earner, the need for additional care for a family member.
Preparing for these moments is an integral part of the planning process. Although not a fun subject to discuss, it is a necessary discussion to be ready for those potential unwanted moments.

College Planning
Navigating the options available for college planning preparation can be overwhelming. The consideration of all the costs involved and the inflation of those costs are keys to proper planning. Whether your child is graduating in one year or your child is 1, it is vital to know your options.
WHERE TO START
Working with Empower means you will have our entire team serving your needs, but we do take pride & like to highlight each team member's specialty areas of service.

Chrystal Adams, CFP®, EA
Chrystal's specialty is working with those in these stages of life:
- Planning to retire within the next ten-fifteen years
- Already retired and wanting to maximize retirement income
- In their accumulation phase and looking to develop a plan
- Gen X and Baby Boomers in need of a goals-based plan

Elizabeth Guilbeau, CPA
Liz's specialty is working with those in these stages of life:
- Young professionals starting their careers
- Young couples starting a family
- College planning for parents and grandparents
- Millennials in need of a goals-based plan
“Our goal is to encourage, empower, and guide you toward a healthy relationship with your money, while planning for your future.”
— Chrystal Adams, Financial Advisor