"Planning for your future is the next best thing to knowing your future."
What is Wealth Management?
Think of Wealth Management as a global map, a way to get from here to there in a designated timeframe, with the fewest detours and missed turns possible. You surely have specific life goals, such as a comfortable retirement, sending your children to college, starting a business, or building your dream home. Our intent is to help you get there through a comprehensive planning approach that incorporates financial planning
, investment portfolio management
, estate and retirement planning
, and tax strategies
It’s important to remember that Wealth Management is not about a product; it is a process. It’s not about “getting rich quick” – it’s about helping you achieve your life’s goals, whatever your level of affluence. Wealth Management is right for anyone who wants to take control of their financial life, make good financial decisions, and achieve financial independence.
Step 1: The Financial Plan and 3 Simple Questions
The first step to this process is the development of a financial plan. We encourage you to ask yourself three simple questions:
- Where are you today?
- Where do you want to be tomorrow?
- How do you plan to get there?
When developing your comprehensive financial plan, we will carefully consider the following important areas:
- Earning potential;
- Current and future financial obligations;
- What-if scenarios that may impact your income and expenses;
- Proximity to retirement;
- Risk tolerance levels;
- Investment needs and objectives;
- Short and long term goals;
- Family protection;
- and Estate Planning.
Step 2: Proper Implementation and Maintenance
Of course, creating a comprehensive financial plan is only the beginning. Proper implementation, solid investment strategies, continual monitoring, and the ability to adapt and revise the plan as necessary are required to support your success. At Access Wealth Planning, our specialistsare there for you every step of the way, and pride themselves on being proactive with recommendations, so you can breathe easy.
Read about the Wealth Management solutions we provide. If you prefer to talk with someone directly, call us at 973-740-2400 or email us and someone will get back to you promptly.