Our dear friends and clients, we are at long last rolling out our financial planning system, One Money View. This is an extremely powerful tool that can accelerate your achievement of financial goals, and point out the need for adjustments before correction becomes critical or impossible to achieve. On the other hand, loading our planning software is a lot of work for both you and us, so it’s important to only focus on what matters. It’s time to start talking to you about which of the following areas you want us to analyze for you, so you may want to start thinking about how we can best move your wealth needle with One Money View™
Retirement projections & planning
Estate planning, wills and trusts
Tax strategy
Asset protection from financial predators
Protecting kids’ inheritance from divorce and other risks
Seeing of your financial statements – bank and investment accounts, mortgage, 401k’s, credit cards, etc. – on one handy app
Life, disability, or long term care insurance review needs and cost control analysis
Budgeting
Social Security claiming strategy
College funding
Visit this link to check off the areas you care about, and let us know which they are so we can formulate our 2019 work plan and get it done for you.
