Financial Planning 

Winston Churchill once said: “He who fails to plan is planning to fail”.

The financial plans we create are as are customized to our clients goals. The first step we take together is to spend time discussing your goals, values, challenges and concerns. We look to the future, understanding that important milestones have financial implications, and we plan in the present to keep things in perspective. One of WFG's essential services is to ensure that responsible planning is always at the forefront. Re-evaluating your plan is part of our ongoing process. At WFG our financial planning approach is at the core of what we do.

Have you ever wondered what it would be like to have one personal website to visit to see all of your financial accounts in one place? WFG creates just that for you as part of our financial planning process. Here are just a few highlights.

  • Your own personal financial website
  • A comprehensive view of all of your assets and liabilities, updated nightly.
  • The ability to see intraday price updates on your accounts
  • Your personal web-site can include your investment accounts, checking and savings accounts, credit card and mortgage accounts, obviously those accounts at LPL Financial or held away
  • Budgeting tools for keeping track of your goals
  • A “vault” to keep copies of your important documents in one protected location
  • Track your credit card points and frequent flyer awards

For more information on WealthVision please watch this 2 minute video and call our office to learn more.

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