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Congratulations on your decision to engage us for a holistic approach to financial planning! Whether you are a first year planning client or renewing with us, we appreciate the opportunity to continue to work with you in developing a solid foundation of knowledge and collaboration to help you set and reach your financial goals.

Listed below are typical areas of planning and services which can provide valuable advice now and into the future. Each client situation is unique, and we will work together to determine the areas that are most relevant to your circumstances in any given year.

Financial Planning Engagement and Renewals:

  • Aggregation of account/assets on one online client website via eMoney
  • Net Worth Analysis, Cash Flow, Education, Retirement Accumulation, and Distribution Planning
  • Review of all investment and retirement accounts held with us or away at other institutions***
  • Social Security and Pension maximization
  • Debt management including Student Loans, Mortgages, Refinancing, Lines of Credit, Business debt and more
  • Review of current protection (Life, Health, Disability Insurance, Long Term Care)**
  • Income tax and retirement review
  • Review of estate planning documents and recommendations for new document structure if needed
  • Access to advanced analysis, case design, and recommendations in coordination with The Nautilus Group®
  • Access to our Preferred Vendor List of Strategic Partners for tax, legal, lending, P&C insurance, and more
  • All analysis, recommendations, alternate scenarios, stress tests*, cash flow ledgers, and retirement savings options to be provided in writing via eMoney financial planning software output, incidental emails, and verbally via phone calls and meetings
  • As frequent as needed contact with Matt and his team on the above areas of focus

As a usual course of business, we welcome any and all questions and concerns related to your financial opportunities where we can add expertise, value, and advice. No financially related question is out of bounds.

*eMoney Stress Tests

  • Bear Market at Retirement
  • High Taxes after Retirement
  • Inflation Rises
  • Growth Rates Change
  • Retirement Changes
  • Premature Death - self or spouse
  • Disability Occurs - self or spouse
  • LTC is needed - self or spouse

Financial Planning for Business Owners

  • Estimation of Value
  • Business Owner Scorecard
  • Key Employee Retention
  • Owner Succession Plan Review
  • Exit Strategy Review

Access to additional areas of planning in any particular year is available upon changing circumstances, status changes, significant financial or life events. For more sophisticated and additional planning areas outside of the scope described above, additional planning fee(s) may apply and will be discussed with the client on a case by case basis.

***For Eagle Advisory Clients

We recommend at least one review per year of your Eagle platform investment advisory account(s) including manager performance, market and economic outlook, and risk tolerance validation or adjustments.

**For Insurance Clients

We recommend a review of all policies purchased through us at least once per year. Our staff will provide all service work related to these policies at no additional cost.

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March 02, 2021 @ 01:54 PM

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