The WealthPrint® Financial Planning Process
DISCUSS
First, we have a no-cost 20 minute phone consultation about your financial goals.
PLAN
We will then present and implement your unique and fully customized WealthPrint® Financial Plan.
MONITOR
We continue to monitor and update your financial goals as your life changes. We help ensure your financial plan stays on track.
RETIREMENT PLANNING
Ensure you don’t outlive your retirement savings by planning for the expected and unexpected
How much money should I be saving for retirement?
How will inflation affect my retirement income needs?
What are the chances of outliving my savings?
How will taxes affect the longevity of my investment portfolio?
Start working with a financial advisor to create your personalized retirement strategy.
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ESTATE PLANNING
Leave a legacy
Does having a will protect my family from probate expenses?
How can my family avoid up 40% in federal estate taxes?
Can I protect my child’s inheritance from divorce or legal troubles?
Consult with a financial planner to start eliminating possible estate planning issues.
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INSURANCE PLANNING
Protect your loved income, your assets and your loved ones
How will my family replace my income if I die?
How will my family pay our monthly expenses if I become disabled for an extended period?
How will I pay for unexpected nursing home or assisted living expenses?
Insurance planning is the foundation of a sound wealth management strategy. Taking care of the “what ifs” allows you to focus on retirement planning with confidence.
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BUSINESS PLANNING
Create a business growth and succession plan
How do I make sure my family is taken care of, even if they don’t want to inherit the family business?
How do I plan for selling my business in the future?
How can I lower taxes on my business income?
Business owners have very particular financial needs. Our no-obligation business planning analysis will help you discover your potential pitfalls.
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