Emerge 180, Wealth Management can assist you with all aspects of your financial life, including: Investment Services, Risk Management, Retirement Planning, and Estate Planning.
Keith DeLoach, Financial Consultant and Owner of Emerge180 Wealth Management, has been providing strategic financial planning and retirement income management for people at or near retirement for twenty years. Keith is a 1995 graduate of the United States Military Academy at West Point. After being commissioned as a Field Artillery officer, Keith served as a Fire Support Officer in the 82nd Airborne Division and 3rd Special Forces Group. In 2002, Keith deployed to Afghanistan and served as the Battalion Fire Support Officer for 2nd Battalion, 3rd Special Forces Group. Keith will work with you to identify your needs and goals and create a comprehensive plan that provides a practical course of action.
At Emerge 180, Wealth Management, we specialize in all aspects of individual financial planning.
As a former Military member myself, I understand that you are faced with many decisions as you transition from government service to the corporate work force. I specialize in working with former military members to provide assistance as they navigate this time and put strategies in place to manage the change.
For business owners and executives, we utilize companies and facilitate buy/sell funding, and non-qualified retirement plans to address restrictions on qualified plans.
We also help implement life insurance and other risk management strategies.
For employers and employees, we provide tax-qualified retirement plans with tax-deductible plan contributions and earnings that accumulate tax deferred.
For high-net-worth individuals and families, we hand tailor comprehensive asset management strategies and estate plans designed to help maximize the accumulation of additional assets.
REFERRAL
FIRST MEETING
ANALYSIS / STRATEGIC PLAN
SECOND MEETING
CUSTOMIZE PLAN
THIRD MEETING
IMPLEMENT PLAN
ACTIVE PLAN MANAGEMENTREFERRAL: Introduction through a referral
FIRST MEETING: During this meeting we will learn about you, including your current investments, goals and objectives. We will also discuss strategies you would like to learn more about. As a new client, we will work together with you to complete the Client Information Form & Risk Assessment Profile, which will enable us to assess fit, risk, tax and transition components of your overall financial plan.
ANALYSIS / STRATEGIC PLAN: This step is where your entire plan is analyzed and an initial strategy is developed to help accomplish your goals and objectives.
SECOND MEETING: This meeting is to present the initial plan and give you the opportunity to provide feedback so we can begin to personalize the strategy.
CUSTOMIZE PLAN: Based on your feedback, we customize the plan and integrate the strategies to help accomplish your goals and objectives.
THIRD MEETING: Your personalized plan will be presented at this time.
IMPLEMENT PLAN: This step will include the funding of all necessary strategies.
ACTIVE PLAN MANAGEMENT: Your personalized plan will be monitored and managed on an ongoing basis.
As part of the Emerge 180, Wealth Management family, we are associated with a committed network of financial advisors from around the country with a strong focus on service and long-term relationships. Emerge 180, Wealth Management has assisted financial advisors in designing and implementing comprehensive wealth and investment strategies to help their clients accumulate, protect, and transfer wealth. Emerge 180, Wealth Management operates as a true producer group, which provides a collaborative environment for financial advisors to grow their businesses and increase their knowledge through mentoring partnerships and peer groups. Emerge 180, Wealth Management remains a leader within the financial services industry. With Emerge 180, Wealth Management we continue to innovate and lead even in challenging markets.
13902 N. Dale Mabry HWY, #229
Tampa, FL 33618
122 E. Main St, #208
Lakeland, FL 33801