We create uniquely crafted custom Financial Plans encompassing:
- Goal oriented cash flow projections and strategies
- Asset Allocation and Overlap Analysis across all accounts
- Risk Management Needs Analysis and Insurance Policy Review
- Tax projections and Planning*
- Accumulation and Distribution options
- Employer sponsored plan reviews
- Social Security Benefit Review, analysis and strategy suggestions
- “What If” scenarios for varying types of market conditions and personal situations
- College Education funding options and plans
- Retirement Income and Expense Projections
- Long Term Care and Estate Planning
- Recommendations and Guided Next Steps
In addition, you will receive the following:
- Ongoing investment management and asset rebalancing.
- Bi-annual review meetings with your Financial Advisor with revisions to Plan as needed.
- Coordination with other financial team members, including attorney, CPA, etc.
- Ongoing advice for you and your family members on decisions with a financial component.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Equitable Advisors, LLC and its associates and affiliates do not provide tax or legal advice or services.