Professionals
FINANCIAL PLANNING ESSENTIALS
Professionals are typically between the ages of 35 and 55, own a home and are established in their profession. As their net worth continues to grow, evaluating their employee benefits suite and retirement plan investment options is also deemed important. College education funding and retirement income planning are paramount. Various risk management areas are evaluated, including obtaining the proper amount of life and disability insurance.
Financial Planning Areas
- AssetMap Visual Balance Sheet
- Investment Risk Alignment Report
- Customized Asset Allocation Model
- Consolidated Multi-Period Investment Performance Reports
- Financial Statements and Portfolio Reports
- Investment Policy Statement
- Retirement Income Projection
- Education Funding Analysis and Implementation
- Estate Planning (In coordination with your attorney)
- Employee Benefits Review
- Qualified Plan Asset Allocation Review & Recommendations
- Protection Planning - Home, Auto, Umbrella
- Family Security - Life, Disability, Long-Term Care
- Student Loan/Debt Reduction Strategies
- Mortgage & Lending Analysis
- Cash Flow/Budgeting (In coordination with your accountant)
- Tax Planning (In coordination with your accounting)
- Financial Considerations of Divorce Planning
RESOURCES
- AdviceWorks
- Client Portal
- Phone App with Your Personal Financial Information
- Account Aggregation and Organizer Tool
- Collaboration with other Members of the Financial Planning Team
- Secure Online Vault
- Financial Planning Calculators
- Decipher - Innovative Face Recognition Risk Profile Tool
- Educational Workshop Invitations
- Web-based Education - Short videos and Presentations
- Investment Risk Tolerance
- Money Guide Pro
- Goal Planning Module
- Cash Flow & Budgeting Tool
- Weekly & Quarterly Newsletter Subscriptions