Wealth Review


The Wealth Review is specifically designed to address your immediate financial planning concerns and is not comprehensive financial planning.  It is a snapshot of your current situation.

 

Typical Wealth Review Topics

  • Are my investments structured according to my goals, risk profile, time horizon, and tax situation?
  • How can I reduce my investment costs?
  • Am I saving enough to retire?
  • What are the best retirement-savings vehicles for me?
  • How can we save for our child’s education?
  • Should we open a 529 plan?
  • Should funds for college be in our child’s name?
  • How can I develop a spending plan to help me achieve my goals?
  • What type of tax strategies are right for me?
  • Can I amend prior tax returns for missed deductions?

Included in the Wealth Review

  • 8-10 hours of financial planning work by a CFP professional
  • An appointment that answers your two or three most pressing questions or concerns
  • Written Recommendations
  • Proprietary analysis tools and materials
  • Thirty days of follow-up via email and phone for clarification
  • Application of review fees to year round Wealth Retainer service within 30 days

Documents typically needed for the review:

  • Copies of the last three years of state and federal tax returns
  • Most recent investment statements (copies)
  • Additional documentation required might include
    • Social Security Statement for retirement planning
    • Pension Statement or projections for retirement planning
    • Household Spending Amounts for retirement planning
    • Estate Documents
    • Trust Documents
    • College Cost Projections

Fee:  $850

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