WealthVision Process

Comprehensive Financial Planning Services

When we sit down with you to discuss your personal and family financial goals, we consider your current financial situation, any special circumstances, and your tolerance for taking risks. Then using our WealthVision Process, we build a strategy tailored to your individual goals and objectives.

Our financial planning services include:

  • Custom investment plans to support your life's ambitions
  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Year-long, continual monitoring of your investments
  • Regular meetings to review and evaluate your investment performance, update your overall financial objectives, and to adjust your portfolio as appropriate
  • Independent advice
  • Recommendations regarding positioning of investments within your employer-provided plans such as 401(k)s and long-term incentive plans

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  • Comprehensive review of your tax picture to identify opportunities to optimize tax reduction strategies
  • Review of your tax returns and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax preparer
  • Recommendations of tax solutions including tax-aware investment strategies and tax-advantaged investments
  • Staying up-to-date on and presenting new tax laws that can affect your situation

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  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living throughout your lifetime
  • Creation of a Retirement Map to help guide your journey toward financial security
  • Application of tactics to manage risks along the way
  • Education regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
  • Guidance on how to establish an Inherited IRA, Trusteed IRA or Roth IRA
  • Strategies to optimize Social Security and pension income
  • Planning for the costs of health care in retirement

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  • Holistic financial planning for cash flow management, education funding, estate transfer, and more
  • Discussion of your emergency reserves and effective options for short-term cash alternatives
  • Strategies for funding education costs and accumulation of assets for lump-sum purchases (e.g., vacation home)
  • Analysis of your current estate plan and concerns
  • Review of beneficiaries and titling of your IRAs, insurance policies and trusts
  • Assistance in transferring assets to your Living Trust or other trusts
  • Identifying suitable strategies for family gifting and philanthropy
  • Complimentary consultation with your attorney
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

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  • Evaluation of your insurances with special attention to appropriateness, coverage amounts and costs
  • Review of employer-sponsored benefits elections
  • Analysis of your disability, life, and long-term care insurance
  • Discussion of your property, liability, and umbrella policies
  • Recommendations to improve the overall value of your protection

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