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 True Wealth Investment Portfolio design process.

This service includes:

  • 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

This service is supported by our True Wealth Portal technology, which provides: 

  • 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.

     
     

SOCIALLY RESPONSIBLE INVESTING
If you are like most Americans chances are you have heard of Socially Responsible Investing (SRI). It is also likely that you have questions related to a lingering impression that SRI equates with sub-par financial returns.





GREEN INVESTING
When the first Pilgrims made it to the shores of the new world the first impression voiced by the sailors was delight over the unlimited amount of straight virgin timber for use as masts in the sailing vessels of the time.

SUSTAINABLE INVESTING
While many examples of companies pursuing the three P model (The Triple Bottom line: People (social equity), Profit (rate of return) and Planet (environment) exist, perhaps the most high profile is in Atlanta.

Securities and advisory services offered through Financial West Group, (FWG) Member FINRA, SIPC. 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. (410) 751-70054

Nothing contained in this website should be construed as a recommendation to buy or sell any security. Such recommendations can only be made after personal consultation. Past performance is not necessarily indicative of future results. While some studies suggest that socially responsible investing may perform as well or better than conventional investing, some other studies suggest that by reducing available investment choices, socially responsible investing strategies may entail higher risks or lower returns than comparable non-SRI investing strategies.