For those that want an all-inclusive financial plan, that want to work on a one-time fee basis, and want the best all-inclusive financial plan, this plan is for you. This is the same planning service that we offer to our Gold clients so if you may be interested in rolling over funds to us, the Gold on-going 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:
Additional services provided in the Gold Financial Plan (In addition to all features in lower plans):
Comprehensive Tax Planning and 1040 Strategic Review: We will review your last 2 years 1040 with you to help you to optimize your tax planning, have one of our accounting firm partners also review your tax documents to add their expertise to ours, and coordinate with your CPA to implement any recommendations.
Complete Estate Planning: We will review your estate scenario, make recommendations and even provide complimentary services to one of our law firm partners to draw up your estate documents (Will, Power of Attorney, Living Will, and Healthcare Power of Attorney, trust documents, etc)*
*This is capped at $750, which should cover the needs of most people. If your estate scenario is complex and exceeds this then you will receive a pro-rata bill for any charges in excess of what we have paid for you.
What you can expect if you hire us in this capacity?
Select the “Buy this Service” button below and you will make your secure payment via PayPal.
You will be directed to a online scheduling page where you may book your initial appointment immediately.
We will contact you before our initial meeting, within 2 business days, to discuss your situation briefly and supply you with the information that you will need to collect and bring with you.
1st Appointment: Entails getting to know your Lead Financial Advisor, collecting all financial information, and understanding your goals so we can began to build your draft plan.
Our partner Law Firm will contact you to setup your appointment with them (if necessary).
2nd Appointment: We will present your draft plan, discuss alternatives, and gather the required information and feedback to complete your final plan.
3rd Appointment: We will deliver your final plan, help you to understand the intricacies, and discuss how you may implement your plan.
Gold Financial Plan: $4,000.00
Not sure which plan to choose or want to interview us before deciding?
Download our 2018 Brochure:
Are you a Verizon employee and confused about your severance options? We can help!