Silver Financial Plan:
For those that want an all-inclusive financial plan, that want to work on a one-time fee basis, this plan is for you. This is the same planning service (minus accounting and attorney consultations) that we offer to our Full-Service clients so if you may be interested in rolling over funds to us, the Gold Client model may save you a good bit of money up-front – read more here.
Why have a comprehensive plan instead of only a retirement plan?:
While most people are motivated to plan by the momentous occasion of retirement, almost every major financial event in our life could benefit from long-term planning and strategic implementation. With our comprehensive plan we look at all of the other major events that are going to happen in your life: children’s college, buying/selling property, inheriting wealth, premature death, long-term care, taxes, charitable giving, gifting strategies, and estate planning. Most people should perform a comprehensive financial plan, but we understand that many people are on a budget and primarily concerned with retirement, which is why we have the various retirement planning services. However, if you’re reading this, and gotten this far, then we would highly recommend that you spend the extra time and money to plan out everything in your financial future; it is definitely worth the extra time, effort, and expense.
General Financial Planning services:
A financial plan is a comprehensive plan that lays out your current situation, helps you to visualize alternatives and then select the plan that will optimize your resources per your goals and objectives. We will include all of our retirement planning services mentioned in our other plans plus include all of the additional service shown in this video and below: