What Are the Advantage Offerings?

The Advantage Offerings are Modern Wealth Management’s core service offerings that connect the disparate elements of your finances into one financial plan. The Advantage Offerings connect investments, taxes, estate planning, and insurance through a financial plan specific to your needs.

Are your investments, taxes, estate, and insurance working together to support your future? Are you confident that your financial plan is aligned with your goals? At Modern Wealth Management, we understand that financial confidence is about helping you enjoy life today, prepare for tomorrow, and connect with the people and the causes you care about most. Our Advantage Offerings are designed to help you enjoy that confidence.

Who is Modern Wealth Management?

We are Modern Wealth Management. Our financial advisors are supported by a team of professionals that specialize in taxes, estate, insurance, and investments, which collaborate on each client’s behalf.

Enjoy Life Today, with Confidence for Tomorrow

Introducing the Advantage Offerings

The Advantage Offerings are the foundation of our team-based approach to financial planning. You get where you want to go tomorrow and beyond.

Advantage Offerings

They include connected services that work together to build a coordinated, goal-driven financial plan:

Financial Planning: A dynamic, evolving strategy guided by your advisor and supported by a team.
Tax Planning: Strategies to reduce liability and optimize income timing.
Investment Management: Risk-managed, tax-efficient strategies to preserve and grow wealth.
Estate Planning: Tools to secure your legacy and protect your assets.
Insurance Planning: Coverage that protects your lifestyle and adapts to change.
We also offer specialized services for business owners, police, fire, military personnel, and more:
- Public Safety Financial: Proudly serving those who serve. We support first responders, government employees, military personnel with retirement planning, including DROP, pensions, investments, education, and more, backed by the Advantage Offerings.
- Company Retirement Plan Services: If you’re a business owner, Modern Wealth offers third-party administration and advisory services for retirement plans, ensuring compliance, investment oversight, and employee education to improve outcomes, reduce risk, and support business growth.

Other Advantages

While the above are our key Advantage Offerings, we also provide services across the following areas.

Retirement income planning
Social Security planning
Spending planning
Charitable giving strategies
Portfolio lending
Cash management
Health Care planning

Why the Modern Wealth Advantage Offerings Matter

Some financial advisors begin with your investments and stop there.

They might suggest you talk to a CPA or insurance agent, but they rarely take the lead in building a truly connected financial plan. One that aligns your long-term tax strategy, estate planning, insurance coverage, and personal goals in a cohesive way. And the data backs this up.

According to the 2025 Fidelity Investor Insights Study:1

Just 8% of millionaire investors say their advisor has helped them:
Prepare for health care costs
Navigate major life transitions
Talk through financial matters with family
Manage household spending
Only 26% say their advisor helps them plan how they’ll spend their time in retirement.
And 25% report their advisor has never even met their spouse.

How the Modern Confidence Score Helps

Advantage Offerings

This is an example of the Modern Confidence Score for illustrative purposes.

The Modern Confidence Score is a simple yet powerful tool that helps you understand your financial readiness across each Advantage Offering. Through a short questionnaire, you receive a snapshot of your confidence level, whether you’re just starting, gaining momentum, or already enjoying confidence in your financial plan.

Putting the financial plan front and center, our Modern Confidence Score helps us understand where you are today across the Advantage Offerings so we can help you get where you want to go.

This score helps you and your loved ones engage in meaningful conversations, identify gaps, and act. It’s not just about where you are; it’s about where you want to go. The Modern Confidence Score helps to provide clarity and direction, so you, your loved ones, and your advisor, can prioritize your next steps and stay connected to your financial goals.

Take the First Step Toward Financial Confidence

You don’t have to manage your finances alone. You don’t have to settle for uncertainty. With Modern Wealth Management, we can help you can enjoy today’s success, prepare for tomorrow, and connect with your purpose.

Ready to get started? Connect with our Concierge Team to get your Modern Confidence Score and begin building your financial future.

Get Your Modern Confidence Score

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Choose enjoyment, preparedness, and connection.

Resources Mentioned in This Article

[1] 2025 Fidelity Investor Insights Study: https://clearingcustody.fidelity.com/insights/topics/working-with-clients/investor-insights-2025

Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser.

The views expressed represent the opinion of Modern Wealth Management, LLC, a registered investment adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.