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Financial Planning

Overall, financial planning is an essential tool for achieving financial success and improving your quality of life. With a comprehensive financial plan in place, you can take control of your finances and create the future you want for yourself and your family.

Why financial planning?

  • Peace of mind: A financial plan can help reduce stress and anxiety by providing a clear roadmap for your financial future by identifying your goals to create a plan to achieve them.
  • Tax optimization: A financial plan can help you maximize your financial potential by identifying tax-efficient investment strategies, minimizing your tax liability, and taking advantage of opportunities to grow your wealth.
  • Risk management: A financial plan helps you identify potential risks to your financial future and create a plan to mitigate them, whether it's through insurance, diversification, or other strategies.
  • Investment strategy: A financial plan helps you create an investment strategy that aligns with your goals and risk tolerance, allowing you to build wealth over time.

What is financial planning?

  • Comprehensive financial planning: This includes a detailed analysis of your current financial situation, a review of your short-term and long-term goals, and a customized financial plan to help you achieve those goals.
  • Investment management: Our team of financial experts can help you create an investment portfolio that is tailored to your risk tolerance and investment goals.
  • Retirement planning: We can help you plan for a comfortable retirement by estimating your future expenses and income, identifying potential sources of retirement income, and creating a savings plan.
  • Tax planning: Our team can help you minimize your tax liability by identifying tax-efficient investment strategies and taking advantage of tax deductions and credits.

Initial Financial Planning Services

Foundational: $2,500

For those looking to establish and improve their overall financial position. Typically best for young professionals and families looking for wealth accumulation strategies in line with their current and long term goals.

Custom Financial Plan includes:

  • Asset Allocation
  • Cash Flow Planning
  • Retirement Savings Analysis
  • Risk Management Review
  • Goal-based Life Planning
  • 30 Days of Implementation Support

Enhanced: $3,500

For established individuals and families looking for retirement income planning and tax aware distribution to fully utilize and preserve what they have already built.

Custom Financial Plan includes:

  • All elements of Foundational plan
  • Retirement Income Planning
  • Medicare & Social Security Strategies
  • Tax & Estate Planning
  • Employee Benefits Review
  • 60 Days of Implementation Support

Advanced: $5,000

For business owners, key executives and high net worth individuals looking to preserve wealth and implore advanced financial planning strategies.

Custom Financial Plan includes:

  • All elements of Enhanced Plan
  • Business & Succession Planning
  • Detailed Tax Strategies & Analysis
  • Legacy Estate Planning
  • 90 Days of Implementation Support

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  701-202-5328