Fee-Based Financial Planning
WE ARE YOUR FINANCIAL ARCHITECTS
An architect helps your dream home become a reality, and a financial architect helps your financial dreams become a reality. Our knowledgeable financial planning team begins by helping you create a financial blueprint. Your blueprint becomes your road map, which includes carefully chosen strategies and decisions that are designed to help you reach your financial dreams. Once your financial blueprint is finished, we begin implementing each item on your plan and help you monitor your progress. We believe you need a sound financial plan to build a strong financial future.
OUR AREAS OF FEE-BASED FINANCIAL PLANNING
Our top priority is getting to know and understand your financial situation. We help you prioritize your needs, wants and long-term goals. Once we have a clear understanding of your life plans and financial goals, we work diligently to help get you there. To do this, we work within our six areas of financial planning.
Area 1: Know Your Financial Position
If you combine your earnings from all sources, will it be enough to cover your necessary expenses? In order to understand where your finances are right now, a review of your financial position is necessary. Together, we’ll determine if you’ve been making the best decisions regarding your balance sheet, cash flow, and debt management. Then, we’ll take the next crucial step, which is developing a financial plan that works for you now and continues to work for you for the rest of your life.
Area 2: Organize & Prioritize Your Goals
It is important to assess your objectives when building a financial plan. Our team will help you organize and prioritize your goals. We will discuss what level of risk you are willing to accept, and other wealth building strategies. Our financial planning team will come up with innovative solutions to reach your goals. When you start on a trip, it helps to know your destination, but it’s imperative to know the most efficient way to get there without getting lost!
Area 3: Wealth Accumulation
Wealth accumulation is a crucial phase of your financial journey. Our financial planners can help you review your investment options and suggest ways to get the results you desire. The goal is to maximize the return on your investments, taking into consideration financial objectives, time horizon and personal tolerance for risk. Through periodic reviews, our advisory team can help make sure that your investment plan reflects the changes inevitable as your life evolves. To learn more about our Wealth Management services, click here.
Area 4: Tax Management
When it comes to your taxes, do you know if you’re keeping as much of your earnings as possible? Tax laws are complicated and change constantly. We can help guide you through tax strategies and suggest the best options for you and your business. Tax management is one of the most complicated, but important part of your financial blueprint. You certainly don’t want to pay more than you must, and we are here to help.
Area 5: Retirement Planning
It is never too early to start planning for your retirement. It is also never too late to adjust your retirement planning. Even if you are already retired, we can work to align your assets in the most beneficial way. Our team will consult with you to maximize your retirement assets no matter what phase of life you are in. To learn more about our Retirement Planning services, click here.
Area 6: Create A Solid Estate Plan
Estate planning is the cornerstone to making sure your family is taken care of for the future. We can advise you on strategies to maximize your estate through tax strategies and trusts. We will also work with you on the three main pillars of estate planning: your will, power of attorney, and living health directives. With these areas taken care of, you can relax knowing you have done everything you can to provide for your loved ones’ future. To learn more about our Estate Planning services, click here.
OUR PERSONAL FINANCIAL VIEW (PFV) WEBSITE
We also offer a personal financial view – a secure window into your financial world where you can see up to date information on your accounts, net worth, goals, spending, and more.