Wealth Management – Low Complexity
When it Comes to Planning for the Future, There Is No Time Like the Present
It is never too early to begin the journey toward what is possible. Your Vested Wealth advisor consider how things in the background of your financial life affect your overall wealth management picture, such as how existing debt and significant expenses (for a new home or saving for a child’s college tuition) play into the financial decisions you make today.
Set A Plan In Motion
Financial planning is wealth management for folks who are not yet wealthy. We look at everything — from the short-term goals that matter to you now to planning for retirement — all with a focus on realistic saving. With our approach, you can rest easy knowing you have taken care of the things you were worried about, and you can check them off your list.
Wealth Management/Financial Planning Services
- Identifying meaningful life goals, attitudes around money, and values alignment
- Cash flow analysis and budget planning
- Comprehensive and long-range financial planning
- Education planning and funding (college planning)
- Risk management via wills, insurance and trusts
- Generational wealth issues – inheritances and windfalls
- Investment advice and asset allocation
- Determine your charitable giving plan
- Financial Independence or Retirement goals
- Employee Benefits optimization
- Specialist referrals (legal, tax, and insurance)
Tax planning and strategies (review your CPA) The Vested Wealth process intersects across wealth, risk, cash flow, tax strategies, as well as philanthropy. Your sophisticated, customized plan is based on your goals and is regularly monitored to remain on track, especially when going through an impactful financial event.
