Take the Next Step:
You may not feel like you need a financial plan or even a financial planner for that matter. So, if you just need a few hours and minimum intervention or a full fledge financial plan with access to lucrative and exclusive investment guidance, we are available. We offer the full spectrum of means to work with us. Here are few opportunities to consider a financial planner.
Free Assessment Services
Our free assessment is just a first step. It is a onetime service that allows you to sit with one of our Financial experts and discuss your current financials. It is like getting a financial snapshot of your current situation. We will evaluate your current portfolio, your goals, needs and aspirations. We will also help you uncover any apparent challenges we may see lurking in your portfolio. We will identify any immediate improvement opportunities that you may not be aware of and have not been taking advantage. There is no commitment to buy anything, come back, or any contracts to sign up. We hope you take advantage of this free assessment and see value in our services.
Taxation Services
It is said that two things are certain in life, Taxes and Death. Though we cannot predict mortality, we can certainly plan for our Taxes. So instead of speaking to someone who can just do your taxes, we recommend you take the opportunity to work with us and use the opportunity to also review your personal financials. We have years of Tax planning and preparation experience under our belt. We have individuals that are Enrolled Agents. (EA’s) An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. There are fixed pricing modules available with 4-8 hours of financial planning expertise bundled as part of your Taxation package.
Expert Advisory Services
Your life goals generally dictate your financial goals. For those who have instituted a personal habit of being proactive and are self-driven, financial planning may come naturally. You may consider yourself a seasoned veteran and do not feel the need for a financial planner. You may have already built a portfolio based on your investment savvy within your company benefits and 401K plans, or on the outside as an individual investor. Despite all of it, the best of our plans gets into unforeseen issues due to external conditions or personal limitations. You still must go through an annual review of your personal portfolio during annual enrollment season. It is great to have a personal financial coach, guide, or an expert as a sounding board during these times. We work with you, so you feel confident knowing that with a CFP® professional by your side, you are working with someone committed to providing the highest standard of financial planning to achieve those goals. We work collaboratively to align asset allocation to your goals, risk tolerance, and investment horizon even though you may feel or think you are on the path to a successful financial future. Expert advisory services are best for competent investors to discuss Asset allocation, Insurance Planning, Education Planning, and perform occasional review of the Retirement planning. These are fixed pricing modules available with 4-8 hours of financial planning expertise bundled with your annual portfolio and company benefits review package.
Comprehensive Financial Planning Services
Whether you are starting out or looking to retire in few years or looking to make the most of life now, it all starts with planning and following through with it. You truly deserve a holistic financial roadmap. We will help you capture your current financials and do a holistic evaluation to provide a benchmark on how you rate with others at your life cycle stage. Knowing where you stand is a great place to start planning for your financial future. We will then help you outline your specific financial plan and then help you track and monitor your progress. This is our top of the line service package that provides the hand holding and guidance throughout the life of the plan. You have full access to a Financial Planner through out the year, as and when needed to ensure you are on the track to financial independence and success. These are fixed pricing modules available with 16-32 hours of financial planning expertise for comprehensive services that include Taxation, Insurance, Investments, Education, Retirement and Estate Planning.