This service is a complete overview of your personal finances. It begins with an examination of your personal and financial goals and objectives. Then through that lens-- a comprehensive analysis of your financial realm is completed to include the following: net worth, estate planning, tax planning, company benefits, insurance, educational planning, investment and retirement planning. Upon completion, you are provided with a framework for examining your financial decisions, a tailored list of recommendations, projections of financial independence or retirement scenarios, and an action plan to aid you in the implementation of the recommendations.
Personal Financial Fitness Plan
by Wealth Management Financial Advisors
Personal Retirement Financial Fitness
by Wealth Management Financial Advisors
This service is a financial fitness plan designed to assist you with the unique decisions and concerns of a retiree or pre-retiree, such as income generating investments, lump sum pension rollovers, estate planning revisions, long-term care planning, and company retirement options. This service can be completed in two meetings with multiple members of the planning staff.
This service is for today's young professionals and young couples with growing families. Utilizing a compressed Financial Fitness Plan format, this service is completed in one meeting with two financial planners and generates a prioritized action plan to meet objectives in order of priority.
Action Plan by Wealth Management Financial Advisors
Let WMFA, Inc. help you learn how to build and manage your wealth. Request your free consultation today!
*Wealth Management Financial Advisors and its advisors do not guarantee any investment returns or return of principal. Past returns are no guarantee of future results. All investments involve risk, including the potential for loss. Some securities, such as equities, among others, involve more risks than other securities. Higher risk investments may have the potential for higher returns, but also have the potential for greater losses.