Personally Tailored Comprehensive Plans to Meet Every Individual’s Needs
Every plan we create considers the following areas, where appropriate:
- Retirement Planning
- Asset Protection
- Tax Planning
- Estate Planning
- Trust Opportunities
- Charitable Giving & Opportunities
- Educational Funding
- Intergenerational Wealth Transfers
- Investment Risk Analysis
- Investment Diversification
- Risk Management (insurance for life, home, auto, health, disability, liability
- Employee Benefit Coordination
- Coordination of Personal Investments with Employer Plans
- Personal Cash Flow and Budgeting
- Life Goals Evaluation
Safeguard and Grow Your Wealth
True financial planning is about strategy resulting in a roadmap to success.
It involves a comprehensive view of your current circumstances (including lifestyle, income and relationships – be they familial or business), establishing clear, realistic goals for the future and setting a sound course to achieve those objectives. Financial planning should always focus on unbiased advice, uniquely tailored to each individual’s circumstances.
It should never be about product sales or commissions. It is about you.
Maximizing the Quality of Your One Life and Achieving Your Dreams
To turn your ambitions into reality, you need a plan. And to create a plan that will be successful over many years, you must address five critical areas:
This organized, clear process is one we have developed and refined. It is at the heart of everything we do at Transform Wealth. Unlike some advisors, we don’t offer planning as a path to merely sell.
Your financial well-being involves more than the balance in your bank account. When you sit down with our financial planning professionals, we’ll examine everything occurring today in your life as well as your plans—and even dreams—for the future. Based on your unique circumstances, we prepare a comprehensive financial strategy… for a fixed, flat fee. We are so confident you will find this process of profound value that we offer a 100% guarantee of satisfaction. If our planning process isn’t what you expected, it won’t cost you a dime. That’s how confident we are of our ability to make a true difference in your planning.
Understanding your current financial status and areas for improvement
Establishing short-term and long-term goals
Identification of any potential obstacles to achieving your goals
Creation of an action plan to overcome these obstacles and reach your goals
Ongoing monitoring of goal achievement and implementation of needed adjustments