True Wealth Planning
In collaboration with Reaheart Financial and through Financial
West Group we offer comprehensive, fee-based financial planning
centered on our clients' core values. This planning enhances your
Investment Portfolio design process.
Benefits of True Wealth Planning True Wealth assessment (what makes you "you" and how that is best expressed in the world)
Creating financial goals that match with your personal vision of True Wealth
Short-term and long-term investment projections needed to achieve those goals
Risk analysis for insurance needs: life, disability, long-term care & health
"Retirement" or second-stage of life saving and investment planning
Estate planning strategies in harmony with your True Wealth vision (in consultation with your attorney)
Tax strategies (in consultation with your accountant)
Cash flow and net worth assessments as needed
Online up-to-date aggregation of all your investment and banking accounts (those held with us and other institutions)
Secure storage of legal and/or investment documents (or anything else you want instant access to)
Upload your data into your advisor's tool box to use in your planning process- you choose who sees what information on your portal.
Other professionals (eg Attorney and/or Accountant) can be given access to be sure everyone is working in coordination with each other.
Securities and advisory services offered
Financial West Group, (FWG) Member
The Progressive Asset Management Group is the Socially
Responsible Investment division of FWG. Progressive Asset
Management, Inc. and FWG are unaffiliated entities. Centerpoint
Investment Strategies, Raeheart Financial and Financial West
Group are unaffiliated entities. Office of Supervisory
Jurisdiction: 1755 Gablehammer Road, Westminster, MD 21157.