facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Financial Planning Review

Our annual financial planning reviews are designed to track progress towards goals with a focus on net worth growth and cash flow management. During the review, we also assess the following: 

  • Objectives related to risk protection, estate and gift planning for future generations.

  • Tax mitigation strategies—review the tax impact resulting from changes made and/or strategies recommended.

  • Advanced retirement income strategies and Social Security claiming strategies.

  • Exit strategies for business owners.

  • Health care and company benefit plans.

  • Employee benefit plans. 

Wealth Management Review

During these annual meetings we’ll review the following:

  • Incorporate investment strategy.

  • Portfolio alignment with risk tolerance.

  • Portfolio drift and review of the investment policy statement. 

  • Gain/loss harvesting for tax advantages.

  • Review any changes in your current situation as it relates to impactful life events or changes in goals. 

  • Review risk adjusted performance, the economy and any legislative and/or tax changes.

  • Discuss any changes to dispositive wishes.
724.942.2639 | Our COVID-19 Response Client Login