Step 1: Getting to Know Each Other

If you want to achieve financial peace of mind and confidence in retirement, you need to feel sure that you have made the best decisions to always safeguard yourself and your loved ones. With this in mind, we use a specific process to help you attain your financial goals and to realize the brightest future possible.

While conducting our first session, we aim to get to know you better and understand your financial objectives. We delve deeper into what you are looking forward to, and we align your new fiscal plan accordingly.

We look to provide you with some insight into our planning strategies, so that you are comfortable with our approach toward helping you achieve your goals.

We discuss certain basic information that we’ll need from you to begin the process of us helping you to develop your new financial plan with you.

Step 2: Building Your Financial Plan

Prior to our second meeting, we will create a frame work for a new financial plan for you. This may include:

• Income Planning
• Advance Tax Planning
• Investment & Risk Management Strategies
• Elder Care Planning
• Estate Planning

The plan will take into consideration Social Security, pensions, all retirement plans (401k’s, 403b’s, profit sharing plans…etc), Medicare, current and future expenses, as well as any potential market that could negatively impact your retirement. Our goal is to align your current pre-retirement lifestyle with your post-retirement life. Thus, providing a thorough plan for protecting your financial future for the rest of your life.

By the end of our meeting, you will have a solid understanding of your current financial position and what recommended adjustments we have to keep your goals on track.

Step 3: Ongoing & Proactive Management

As conditions change and your plan develops, we stay in touch to advise you on any adjustments we feel will benefit you most to keep your plan on track moving forward. We will always be there to assist you in achieving your targeted objectives. Apart from these regular reviews and reports, our expert wealth managers will walk every mile to actively manage your accounts to help protect and preserve your hard-earned assets.

Step 4: Legacy Planning

The next step of our process includes helping you to create a legacy for your future generations. We will assist you in creating a plan to leave your assets and property to your spouse, children and other beneficiaries in a smooth, tax efficient, low cost manner.

We will work with attorneys, accountants, and estate planners* who are all experts in the best ways to transfer your wealth safely and securely from generation to generation. Whether that is in the form of charitable giving, inheritance, or a trust, we’ll help you leave the legacy you deserve.

Our Commitment to You

Our commitment is always to put your interests first and do our absolute best to make sure that your assets are always protected. Here at PLC Financial Solutions, we are dedicated to maintaining long-term professional relationships with all our clients and treating them like our family. So, if your desire is to bring more peace to your life though financial confidence, reach out to us now, we can help you with that!

Call us for a free, no-obligation strategy session at (215) 804-9708 or click here to schedule a meeting today.