Financial Planning

WHEN YOU ACT, YOU GET MORE

Total Financial Review

With the ACT on Demand subscription service, we work together to create your personal strategic financial plan that specifies how your financial life and goals work together and gives you actionable recommendations for where to locate risk. The process begins with your total financial review, where we examine the key instruments affecting your financial outcomes. We can coordinate with your CPA, estate attorney, and other financial professionals to help ensure a comprehensive approach.

Objective Insurance Review

We review your insurance programs. We examine your property and liability insurance, life insurance including CASD, disability, long-term care, and more. We help you determine if you are paying too much for coverage and if your coverages fit together.

Beneficiary Review

We review the beneficiaries listed on your accounts to make sure that they are in alignment with the wishes you’ve specified in your will and your trust.

Total Organization

All of your financial documents and your personal strategic financial plan are securely stored in your ACT Wealth Access vault. You can access your documents anytime from anywhere.

Income Tax Review

We evaluate your income tax return to identify tax strategies available in your tax bracket. We combine that with an analysis of your executive compensation program, to ensure the way you take your compensation makes sense in light of the tax rules of today.

Legal and Titling Review

We look at the way your assets are titled—what assets are in your name, your spouse’s name, and your trust’s name. We help you understand the tax and legal ramifications of those structures.

Contribution Target Monitoring

We determine if the contribution levels going into your various retirement plans are maxed, so you get the full benefit of the deduction available to you.

Financial Life Simplifier

ACT Wealth Access is your secure personal financial website. Here, you can link all of your accounts, track your spending, store your important financial documents, and more. The system is integrated with your personal strategic financial plan to help keep it updated in real-time.

Checklist Process

We put the important takeaways from your personal strategic financial plan into an action plan checklist. We revisit your list with you until your important action items have been completed.

Quarterly Updates

Your planning team of Certified Financial Planner™ practitioners updates you quarterly on your progress toward your goals.

Objective Insurance Review

We review your insurance programs; we don’t sell insurance. We examine your property and liability insurance, life insurance including CASD, disability, long-term care, and more. We help you determine if you are paying too much for coverage and if your coverages fit together.

Income Tax Review

We evaluate your income tax return to identify tax strategies available in your tax bracket. We combine that with an analysis of your executive compensation program, to ensure the way you take your compensation makes sense in light of the tax rules of today.

Financial Life Simplifier

ACT Wealth Access is your secure personal financial website. Here, you can link all of your accounts, track your spending, store your important financial documents, and more. The system is integrated with your personal strategic financial plan to help keep it updated in real-time.

Beneficiary Review

We review the beneficiaries listed on your accounts to make sure that they are in alignment with the wishes you’ve specified in your will and your trust.

Legal and Titling Review

We look at the way your assets are titled—what assets are in your name, your spouse’s name, and your trust’s name. We help you understand the tax and legal ramifications of those structures.

Checklist Process

We put the important takeaways from your personal strategic financial plan into an action plan checklist. We revisit your list with you until your important action items have been completed.

Total Organization

All of your financial documents and your personal strategic financial plan are securely stored in your ACT Wealth Access vault. You can access your documents anytime from anywhere.

Contribution Target Monitoring

We determine if the contribution levels going into your various retirement plans are maxed, so you get the full benefit of the deduction available to you.

Quarterly Updates

Your planning team of Certified Financial PlannerTM practitioners updates you quarterly on your progress toward your goals.

CONTACT US

Money is the means to the end and not the end itself. Let us introduce you to our approach to investing and learn how we can help you work toward achieving the results you desire.