We consult with the client to help them visualize and organize their objectives by priorities. Periodically reviewing results in objective evaluations so we can make necessary adjustments. Within the financial plan, we’ll create action-plans to address:
Retirement Income Planning: Forecasting future income needs and constructing tax-efficient strategies to meet them,
Accumulation Goal Planning: Like college funding, lump-sum acquisitions,
Tax Planning: involves being aware of taxation issues and constructing a proactive methodology to help limit unnecessary taxes or penalties,
Insurance Planning: To make sure the policy amounts fit the risks, we’ll review existing policies to see if they correspond with the client’s specific needs, and make recommendations to modify if needed.
Estate Planning: Paying respect to a family’s generational planning, we will coordinate with their tax and legal counsel to provide the factual data they need to craft the proper documents.
INVESTMENT PLANNING: Most financial plans rely on investment performance expectations. We go further to individually tailor portfolios, tactically manage them and provide regularly scheduled portfolio progress reviews.
FINANCIAL DATA AGGREGATION: We can provide our planning clients, on a singular, web-based (with mobile app) a means to gather, view & monitor nearly all of their financial accounts (including assets, investments, loans, liabilities, insurance, and budgets). To see a short video demonstration, click here (we will decide what video to use here).
CONTRACT DUE DILIGENCE: Whether you’re considering an investment, seeking financing or some other private corporate transaction, we can provide you the targeted consulting services you need to make a clearer business decision.