Financial Planning
What can you expect? You're likely to find our professional, confidential consultations unique. Here's why:
- Your goals. Our advisors concentrate on understanding your needs and goals, rather than promoting specific products or investments.
- Options and guidance. Trained in a wide variety of retirement and investment strategies, we can lay out the facts and provide you with options and guidance. We are a good resource for discussing things like retirement, trusts, college planning or preparing for a more secure retirement.
- Our Approach. The Goal> Plan > Track > approach to financial planning is collaborative and utilizes an interface that allows you to see your entire financial picture on one web-page.
- No obligation. This is a complimentary consultation. There is no cost or obligation, just sound financial analysis and advise.
- Check it out! Click on the following link for a brief tour of our planning services and web collaboration.
Sign up today!
Fill out the form below and an investment advisor will contact you to arrange a private meeting at your convenience.
What you receive:
The plan combines the personalized expertise of an investment professional with the state of the art in asset planning. Specifically, ACM professionals provide:
- An efficient investment portfolio utilizing the Nobel Prize winning Modern Portfolio Theory method
- Exclusive Dimensional Fund Advisors (DFA) mutual funds,
- Access to a mix of over 2000 investments to find the ideal match for your financial situation and desired risk and return objectives
- Your plan, presented in a simple, easy to understand, yet detailed format
- A professional readily available to discuss your detailed review
What is a Personal Investment Plan?
After participating in our wealth management process, your Atlas Capital financial advisor will create a personal investment plan for you, based on your situation and priority goals, for you to review together. Your investment plan will identify strategies and tactics to help you:
- Examine your present financial situation
- Protect what's important
- Accumulate wealth
- Plan for retirement
- Leave a legacy
Examine your present financial situation
In order to move forward with a solid personal plan, you'll need a clear picture of your current finances. Your advisor will ask you some important questions to help you figure out where you're headed and what risks you're willing to get there. These questions may include:
- Do you have a clear picture of your goals and dreams?
- What benefits do you receive from your employer?
- How do you track your current income and expenses?
Protect what's important
From auto-insurance to home and personal liability insurance, there are many ways you can protect your family from the unexpected. Which ones are right for you? Which may be unnecessary? Your financial advisor could help you decide.
- How will unexpected events impact your family's goals?
- What can't you afford to lose?
- How have you prepared for financial risks, illness, long-term care or death?
Accumulate wealth
What are you saving your money for? Retirement? A home? Your children's education? No matter what your goals, you'll need to prioritize. Your financial advisor will guide you through the process, with questions like:
- How do your current investments support your financial goals?
- How much do you need, and how soon do you need it?
- What has your approach been to market fluctuation? Diversification? Risk tolerance?
Manage your taxes
Keeping track of tax dividends, deductions and more can be overwhelming. Your advisor will be with you every step of the way to make sure you don't miss out on any breaks or forget important expenses. Consider the following:
- Can you manage timing of income or deductions?
- Are preferential tax rates available to you with capital gains or dividends?
- Do you understand how current tax laws apply to you?
Plan for retirement
Whether you've just entered the workforce or you're getting ready to leave, retirement planning should always be on your list of financial priorities. Your advisor will help you make saving for retirement a part of your overall financial picture.
- What do you dream of doing in retirement?
- Do you have a plan to make your retirement vision a reality?
- Are you confident that you will be able to recreate your paycheck in retirement?
Leave a legacy
From supporting your family to funding a charity, it's important to talk about where your money will go when you're gone. Your advisor will help you take control of your financial legacy.
- What purpose do you want your financial legacy to serve?
- Do you have a plan to control where your assets go when you are gone?
- Will your plan let you achieve all your goals? How do you know?
- How will your intentions be realized?
|
