Business Owners & Professionals
- Strategies to build wealth outside of business
- Retirement Plans
- Cashflow Models & Planning
- Asset placement & investment strategies for tax planning
- Exit Planning
- Work with your other advisors
Female Focus
- Cashflow Models & Planning
- Fund lifestyle
- Focus on what is important
- Create a legacy
- Financial knowledge resources
HENRYs
- High Earner, Not Rich Yet (HENRY)
- Strategies to accumulate wealth
- Consult on financial decisions
- Cashflow Planning
- Manage complexity
Second Opinion
- Portfolio Review
- Review tax return
- Introduction Planning
- Meeting
- Link to contact us
COMPREHENSIVE SOLUTIONS TO REACH YOUR FINANCIAL GOALS
Our purpose is to help you make smart decisions about your wealth. Our role and experience allow us to act as a chief financial officer (CFO) to assist with financial decisions.
At Wealth Planning Advisors, we engage in financial planning and modeling so that we understand your situation and the process helps us to define the possibilities. What are your future financial obligations? How much do you need to save for your lifestyle? How to determine what your financial legacy should be?
We have a deep network of institutional experience and expertise with the assistance of specialty advisors at Commonwealth Financial Network, in addition to our experience of creating financial plans over decades and monitoring, and managing the outcomes.
Strategies include how to accumulate assets along with making the most of your employee benefits. Communication with you is central to our strategy to ensure that strategies for your IRA, employer retirement plan, Roth or Health Savings Account are considered and designed to best prepare you for retirement.
Transitioning to Retirement: Financial modeling and cash flow analysis to assess scenarios and lifestyle objectives.
We listen during our conversations to understand or decipher goals and wishes to make them into insights and objectives for cash flow modeling. Our process is not all numbers but we use software to create a tangible illustration.
This service helps you define your legacy and goals and we present and explain possible strategies. We then provide planning support to ensure you work effectively with your attorney to achieve your objectives, including specialized help with charitable giving to maximize your lasting impact.
TRUST INVESTMENT MANAGEMENT SERVICES
We work with independent trustees to provide investment management services, distributions to beneficiaries and third parties and assist with related administrative tasks.