Are
your finances a mess? Not sure if you are on the right track for retirement but
you don’t want to sign up for a comprehensive wealth management service?
Financial Tune Up Service
Our
comprehensive financial tune up service is for you. It is a one time service
designed to provide a thorough review of your current financial condition in the areas of retirement planning, estate planning,
tax planning, insurance planning, and college planning.
We look for missed planning opportunities to protect your assets and minimize your taxes. Specifically, we prepare a net worth statement and estimated cash flow analysis to highlight any planning
needs; we review your current retirement savings plan to see if savings levels and types are correct; we review your tax returns
for missed opportunities; we review your current estate plan to make sure you have the proper legal documents in place; we
analyze your current insurance policies from life insurance to property & casualty insurance to see if you have enough
coverage; and we review your current college savings plan to see if you will meet your savings goal.
How it Works
This is a one time service offered on an hourly fee basis (Fees for this service range from $800 to $1,500).
To start we provide a checklist of required documents and an organizer asking for other pertinent information. Our first meeting will review these documents and go over the organizer information. We will also establish goals and objectives during this meeting.
The second meeting, usually 2-3 weeks later, will review the findings and provide you specific actionable steps to
achieve your long-term goals and objectives.
Call today to schedule an appointment and for your Financial Tune Up organizer.
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