Process
Financial planning can have a different meaning for different people. At Wealth Investment Group, we sit down with you to listen to your goals and concerns to develop a financial plan that meets your desire and aspiration. We will meet with you to review your plan and make adjustments as life happens so we can help you achieve your ultimate goal.
We develop the plan while focusing on:
- Budgeting and cash flow management
- Investment planning and management
- Tax planning strategies
- Retirement forecast and analysis
- Protection planning, insurance and risk analysis
- Debt analysis and reduction
- Employee benefits review and selections
- Employee stock options enrollment and analysis
- Education planning for children or grandchildren
- Wealth preservation and transfer
- Estate planning analysis and review
- Executive benefits program review and implementation
- Leaving a legacy
