Customized Goal-Based Financial Planning
Part of our solutions-based approach involves developing a highly personalized, goal-based financial plan. In order to develop a your personalized plan, we’ll help you explore, identify, clarify and prioritize your financial goals and objectives. With your specific goals in mind, and with access to a wide range of investment products and leading market research through our partners at Cetera, we’ll find and recommend best-fit solutions to help you pursue your goals. Your financial plan will be uniquely yours.
Your Personal Financial Health Assessment
Getting to know you, your values and goals are essential to the financial planning process. But to put you on track to pursuing those goals, we first need to understand your starting point. We’ll analyze your current financial situation using information you provide. This can include statements, wills, trusts, existing investments, insurance plans and even your personal budget — basically, anything you’re willing to share. This comprehensive financial health assessment gives us a starting point for your financial journey toward the life and retirement you desire.
Starting Out
Growing Wealth
Nearing Retirement
Living in Retirement
An Established Process for Your Personalized Plan
At Featured Wealth, we follow a proven process to organize, manage and transfer your wealth according to your unique goals. This repeatable process, however, results in a highly customized financial plan for your life. And, developing your plan is just the start. We’ll be there to help you every step of the way, from implementing your plan, to monitoring your progress and making adjustments to keep you on track. We also communicate often and clearly, so you can make informed financial decisions at every turn.
Life Insurance Myths: Debunked
The Cost of Procrastination
