Combined planning and investment advisory services.
This profile is typically a late career professional or couple, <10 years from retirement, with various competing demands for their time and financial resources from work, children and potentially dependent parents. They have accumulated some wealth but lack a cohesive plan and understanding of how well it is serving their needs.
- Vision and goal prioritization discussion
- Step by step plan to organize and optimize all aspects of their financial lives.
- Employer retirement plan recommendations
- Employee benefits review
- Entrepreneurship/second career planning
- Tax return and legal document review
- Cash Flow & Budgeting
- Estate planning
- Social security and retirement income planning
- Healthcare planning
- Quarterly review and updates
- Portfolio Management
- Mutual accountability via regular “check-ins” and short-term action plans
- Meetings/Co-consulting with Attorneys, CPAs, insurance agents and employers