Financial Planning

True Wealth and Financial Planning

Our team of professionals will design a wealth plan that evaluates your current financial situation by analyzing your income and expenditures to identify how you will pay the bills each month and attain your financial goals. We provide regular reviews and modifications, assuring that your wealth plan is current and dynamic.

Our Wealth Enhancement Group is experienced in addressing the emotional and financial impact of life transitions and asset transfers including these three areas of emphasis:

  1. Life Transitions
  2. Business Transitions
  3. Generational Transfers

Our Wealth Enhancement Group professionals are qualified and experienced in handling the emotional, financial and relationship aspects of life transitions and wealth transfers.

For Individuals

Our Wealth Enhancement Group also provides complimentary focused planning which includes the following components:

  1. Determine Family Index Number: The individual rate of return designed to help you work toward achieving your goals and objectives.
  2. Personalized Cash-Flow Based Planning: Narrowly tailored to identify and address your specific goals and objectives.
  3. Risk Management Planning: Comprehensive analysis of life, disability, long-term care and other risk management solutions.
  4. Social Security Analysis: Custom analysis of every Social Security claiming option available.

For Businesses

Do you know what your business is worth? Do you have a succession plan in place should something unexpectedly happen to you? How will the sale of your business affect your retirement?

These are the questions that our Wealth Enhancement Group can help you answer. Through focused planning, a team of financial professionals can help you determine an accurate valuation of your business to incorporate into your personalized financial plan.

Ask your advisor to schedule a meeting with the members of your Wealth Enhancement Group to receive a complementary detailed business valuation.

Through your holistic wealth plan or focused plan, you’ll be equipped with the proper resources to identify your goals and we help you on your path toward achieving your goals.