Financial Planning

The basis of any Wealth Manager relationship should be financial planning. Creating a plan is the foundation of what I do and my objective is to determine how to reach your financial goals with the least amount of risk possible.

Financial Planning

The basis of any Wealth Manager relationship should be financial planning. Creating a plan is the foundation of what I do and my objective is to determine how to reach your financial goals with the least amount of risk possible.

Financial planning is offered as an optional standalone service or as an integrated part of your wealth management. I utilize an industry leading financial planning software, MoneyGuide, to create and monitor progress towards financial goals. The areas covered are:

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Retirement projections

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Social Security optimization

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Net Worth statement

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Life and Long Term Care insurance analysis

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Specific goal planning (college funds, home, etc)

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Advanced Monte Carlo projections where 1,000 return simulations are run to determine your best chance of success

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Full client portal to give clients access to adjust certain things like retirement age to see the effect

Financial planning services are included at no additional cost for any client that has over $500,000 invested. For clients that are under that amount, fees start at $1,200 and reach a maximum of $2,500 depending upon complexity.