Services customized to your unique needs
At Laguna Wealth Services, we know our clients have different needs at different stages of their lives. Those just starting out may need more education and advice as they approach each milestone, while those with significant wealth may turn to us for the full breadth and scope of custom financial planning and wealth management. As you make your way toward financial independence, count on our team to provide the guidance you need to plan for your goals – now and in the future.
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Every service level we offer starts with learning about your goals and concerns, then designing a financial plan tailored to you. Here, you can expect a comprehensive annual review in addition to other foundational services.
- Asset allocation & monitoring
- Comprehensive plan review
- On-demand appointments
- Secure online account access
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As your needs evolve, you may want to take advantage of more in-depth services and meet more often. Expect face-to-face, comprehensive plan reviews twice a year. At your convenience, of course.
- Asset allocation & monitoring
- Comprehensive plan review
- On-demand appointments
- Secure online account access
- Investment policy statement & meeting
- Outside 401(k) advice
- Cash flow/distribution report
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Those who require sophisticated advice can turn to us for comprehensive wealth management. We’ll touch base quarterly to review your action plan and portfolio, and meet once a year for an in-depth look at your overall financial plan.
- Asset allocation & monitoring
- Comprehensive plan review
- On-demand appointments
- Secure online account access
- Investment policy statement & meeting
- Outside 401(k) advice
- Cash flow/distribution report
- College planning
- Retirement plan analysis
- Beneficiary review
- Regular performance reports
- Capital gains planning/cost-basis research
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Those who require sophisticated advice can turn to us for comprehensive wealth management. We’ll touch base quarterly to review your action plan and portfolio, and meet once a year for an in-depth look at your overall financial plan.
- Asset allocation & monitoring
- Comprehensive plan review
- On-demand appointments
- Secure online account access
- Investment policy statement & meeting
- Outside 401(k) advice
- Cash flow/distribution report
- College planning
- Retirement plan analysis
- Beneficiary review
- Regular performance reports
- Capital gains planning/cost-basis research
- Social Security planning
- Interactive goal planning & monitoring
- Access to goals-based software
- Life insurance policy review
- Long-term care & elder care planning
- Total portfolio checkup & action plan
- Subscription to WorthWhile magazine
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At this pinnacle of service, we partner with you and your professional team to help you make decisions around managing and preserving wealth, as well as creating a legacy that reflects your values. The result is an intelligent plan, with monthly reviews and performance reports, optimized to you.
- Asset allocation & monitoring
- Comprehensive plan review
- On-demand appointments
- Secure online account access
- Investment policy statement & meeting
- Outside 401(k) advice
- Cash flow/distribution report
- College planning
- Retirement plan analysis
- Beneficiary review
- Regular performance reports
- Capital gains planning/cost-basis research
- Social Security planning
- Interactive goal planning & monitoring
- Access to goals-based software
- Life insurance policy review
- Long-term care & elder care planning
- Total portfolio checkup & action plan
- Subscription to WorthWhile magazine
- Custom estate & legacy planning
- Intergenerational investment services
- Philanthropic strategies & planning
- Business succession planning
