Financial Planning
One of a kind plans because no one is in the same situation!
Our Process
Our process starts with the center confidence that’s you – Once we have an understanding of your financial dreams:
- We discuss the thirteen critical wealth management issues
- Project your financial goals
- Retirement
- Education
- Legacy
- Philanthropic Giving
- Current Financial Position Review
- Investments – Qualified and non-Qualified
- Business Interests
- Liquid accounts
- Risk management Policies
- Strategic Planning session
- Strengths of your plan
- Threats to your financial security
- Opportunities to improve your plan
- Efficiency and effectiveness of current cash flow utilized
- Tax philosophy
- Strategy recommendations
- Strategy Implementation
- Investment Management Planning
- Risk Management programs
- Diversification of asset classes
- Post Planning Outreach
- Periodic Reviews
- Detailed Reports