Financial Planning
Independent of our Wealth Management Services, we are able to offer Financial Planning. It is not a requirement to have your investment accounts with us to utilize this service.
Overall Financial Life-Annual Subscription
- Review and analysis meetings to document and visualize your full financial picture
- Risk Analysis: Identify your preferred risk tolerance and asset allocation and compare it to your actual current allocations.
- Online portal that aggregates all your current accounts in one convenient location
- Ongoing comprehensive examination of complications that could challenge the preservation of your financial security
- Preparation of an annual Balance Sheet
Risk Tolerance Review-Hourly Fee
- Identify risk tolerance score
- Analysis of current asset allocation
- Identify difference between risk tolerance and current risk taken
- Suggest possible solutions
Retirement Planning-Hourly Fee
- Identifying, prioritizing and aligning your retirement goals with your budget and fiancial plan
- Prepare a retirement plan that meets your goals
- Review of cash flows and contributions
- Identify and anticipate complications that can derail success
- Beneficiary review
Estate and Legacy Review-Hourly Fee
- Review your your current Estate Plan and documents
- Review of Asset titling
- Review of Beneficiaries
- Guidance on appropriate actions after the death of a loved one
- Philanthropic planning to perpetuate your legacy and foster your passions
LTC and Life Insurance Review-Hourly Fee
- Review of current Long-Term healthcare strategy
- Reivew of current Life Insurance strategy
- Guidance on planned and unplanned life changes
- Review of possible asset protection strategies
- Solutions to help meet your needs for disability and life insurance protection