Investment Planning

It’s About More than Money, It’s Your Future

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The Modern Wealth Advantage

The Modern Wealth Advantage is the process of our advisors working with experts in taxes, insurance, estate planning, financial planning and investment management to help our clients achieve their goals.

If that sounds like something you’re looking for – book today.

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DEFINE YOUR GOALS

The most important part of investment planning is understanding that the investments are there to support your goals and overall financial plan.

Before you can even get close to creating an investment plan that is right for you, you must define all your goals for retirement and create a financial plan.

CREATE A FINANCIAL PLAN

When your goals have been defined, you can begin prioritizing what is most important to you. Prioritizing enables you to make decisions throughout the financial planning process.

Once we understand those priorities, we can start reviewing your assets, Social Security, taxes, estate plan, and insurance needs.

WHAT DO YOU NEED FROM YOUR MONEY?

• What assets are available?
• How do your assets need to be spent?
• Where are your assets saved?
• What cash flow do you need?

Determining these factors can help us build the most tax-efficient investing strategy to achieve your goals for retirement.

YOUR INVESTMENTS SUPPORT THE RETIREMENT PLAN

Our retirement planning approach is for the portfolio to fuel your retirement goals. It is there to support you throughout retirement. However, the appropriate strategy for you cannot be determined until you have a comprehensive financial plan.

You need to know what your portfolio’s intention is before it’s created. It must consider all of the other factors:

• Tax Planning
• Social Security
• Estate Planning
• Risk Management

INTEGRATED FINANCIAL PLANNING

In our retirement planning process, a CFP® professional meets with you twice a year to discuss your investments, taxes, estate plan, and insurance needs. If your goals have changed, then your needs may have changed as well. Flexibility is key in financial planning.

To start planning for your future, schedule a complimentary consultation with a CFP® professional by clicking below.

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