We know how it feels to have financial advice thrown at you from all angles. It comes from the news, family, friends, and co-workers.
It's overwhelming, confusing, and biggest problem… None of these people have a financial situation that is exactly like yours.
Taking advice that is based on the financial siuation of others can quickly lead to disaster.
Introducing WealthPrint, our 3-meeting financial planning process that will leave you with a financial plan that is as detailed and unique as your own identity.
Your 3 WealthPrint meetings will address the following financial planning areas:
We discover whether you are on track to retire "on time", and create a plan to ensure you won't outlive your retirement assets.
We help you build the proper investment portfolio required to achieve your financial goals, without taking on more risk than you can handle.
We help you minimize inheritance taxes, and ensure your loved ones are taken care of for years to come.
We help you determine exactly how much and what type of insurances you truly need.
We guide you through creating a busines succession plan, minimizing business income taxes and offering a retirement plan to your employees.
College Education Planning
We help you calculate education costs, apply for federal aid, and create a tax efficient college savings strategy.
Frequently Asked Questions
WealthPrint is only avaible to R.L. Brown clients. As a client, you have access to all current and updated WealthPrint services and tools throughout the advisor-client relationship.
Pricing details of becoming an R.L. Brown client will be discussed during your 20-min Initial Phone Consulation.
Creating your WealthPrint Financial Plan is a 3-meeting process:
- Initial Phone Consultation – In this 20 minute phone call we simply get to know one another and discuss your financial goals. By the end of this phone call, you will know whether it makes sense for us to move on to the next meeting (the Data Gather Meeting).
- Data Gather Meeting – In this meeting (virtual or in-person), we will examine the details of your financial situation. Prior to this meeting, you will receive a list of items to have handy and/or submit in advance.
- WealthPrint Financial Plan Presentation Meeting – In this meeting (virtual or in-person), we will present your comprehensive financial plan, answer questions, and give you recommendations that are specific to your financial goals. At this point, you will determine whether you would like to continue working with us.
From start to finish, the WealthPrint Financial Planning process typically takes about 3 weeks.
Absolutely not. We work with clients all over the country. With high quality video conferencing and other tech tools, you will feel like you are working with us in person. Even local clients prefer interacting with us this way, due to how efficient and convenient it is.
You will recieve a list of what you should be prepared with, after you schedule your initial call. The purpose of this first call is to see if we are a good fit and determine whether WeathPrint makes sense for you.