Services Provided

Retirement Income Planning


As Americans move toward retirement, they are faced with many complex challenges and obstacles.  Two concerns that come up often in client meetings:

  • The fear of running out of money
  • What effect would a catastrophic illness have on their sustainability

Find out more about Retirement Solutions

Social Security Income


If you are a candidate that desires to maximize your income for life, we can work with you to integrate your income producing assets and validate the best strategy to help give you the outcome you desire. 

Life expectancy and other factors have a tremendous impact on this decision and many other sources are not properly giving this the attention it deserves.

Find out more about Social Security

Investment Strategies


At Temple Wealth Management, LLC we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. 

Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs. Our investment strategies are designed based on your investment goals.

Find out more about Investment Strategies

Protecting Your Nestegg


You have been responsible and worked very hard to accumulate your wealth, do you want to protect it?  There are two simple questions you can ask yourself about long-term care (LTC) 

​Question #1: You may never need care, but, what if you did?   How would that affect your family?

Question #2: And if you do need care, how will you pay for it?

Find out more about Protecting your Nestegg

Veterans Pension Benefits


All veterans and their surviving spouses deserve the full extent of their benefits! 

Many however are unaware of all the benefits that available through the U.S. Department of Veterans Affairs. While they have had years of service, now that they are seniors they may not be aware of the Aid & Attendance & Housebound Pension that provides a benefit to help with living assistance if it is deemed medically necessary by a physician.

Find out more about Veterans Benefits

Maximize Pension Income


Customers have questions about pensions, we can help.  Many times the wrong choice is made and it can cost you or your spouse 1000's of dollars of income.  Allow out team to help you calculate the BEST alternative for your situation.

Find out more about Maximizing Pensions

College Planning



Your children's college education will be the most important investment they will ever make.  The job market in America has become more competitive than ever enhancing the importance of a college degree.

Working together, we can create a college plan for your family that will motivate your student to graduate on time and in a field they enjoy.  Your plan will include a customized College Cash Flow Solution which will provide your family the most efficient way to pay the college bill.

Find out more