Financial Planning Services

We’re With You…Giving Purpose to Your Planning

…and meeting you where you are in life—accumulating wealth, nearing retirement, or enjoying retirement. We offer three distinct fixed-fee levels of service based on the complexity and requirements of your plan:

Essential: Lower Time (<10 hours) and complexity $1,500 Annually
Intermediate: Moderate Time (10-20 hours) and complexity $2,500 Annually
Premier: Highest Time (> 20 hours) and complexity $5,000 Annually

 

Accumulation Phase

(10+ Years Until Retirement)

Near Retirement Phase

Retirement Phase

Aggregated Account View

  • Outside Account Consolidation
  • 401(k)/403(b) Allocations
  • Electronic Vault
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Portfolio Allocation Analysis and Rebalancing arrows arrows
Risk Management

  • Portfolio Allocation
  • Life Insurance
  • Disability Insurance
Risk Management

  • Portfolio Allocation
  • Life Insurance
  • Long-Term Care Insurance
Risk Management

  • Portfolio Allocation
  • Life Insurance
  • Long-Term Care Insurance
Pre-Retirement Income Calculation

  • Income, expenses and savings plan analysis
  • Stress Testing Plan
Retirement Income Needs Analysis

  • Expense Requirements and Income Source Analysis
  • Stress Testing Plan
Retirement Cash Flow Analysis

  • Expense Requirements and Income Source Analysis
  • Stress Testing Plan
Create Plans for:

  • Maximizing Pension Payouts
  • Social Security Payout Options
Review Plans for:

  • Maximizing Pension Payouts
  • Social Security Payout Options
Business Planning/Exit Strategies
Charitable Planning
Retirement Planning – Business Owners

  • Cash Balance Retirement Plan
  • Business 401(k) Plan
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Personal Life Events

  • Death of Spouse
  • Divorce
  • Job displacement
  • Caring for aged parents
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  • Death of Spouse
  • Divorce
  • Caring for aged parents
Personal Financial Advice

  • Mortgage/Re-financing assistance
  • Auto: lease vs. purchase
  • Credit Card debt advice
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Professional Network*

  • CPA
  • Attorney
  • Banking
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Estate Planning**

  • Wills
  • Trusts
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Education Planning

  • 529 Plans
  • College tuition forecasts
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*Outside providers of professional services are neither affiliated with nor endorsed by WealthPLAN Partners or LPL Financial.

**LPL Registered Representatives are not engaged in providing legal advice. Please seek the assistance of a qualified legal advisor for the creation of trusts and legal documents.