Our Financial Planning service offers professional expertise tailored to your individual situation. Whether you want a comprehensive analysis or a review of a specific facet of your financial plan, we give you strategic jargon free guidance and objective advice to achieve your financial goals.
Our introduction to you, your needs and where you currently stand with your financial goals. We identify your unique views about money. This provides us with the foundation to apply our expertise.
Ensures we both understand our roles and accountability. There are four key elements to review:
1. INCOME PROVISION:When is income needed and for what purpose? Are there lump sum needs to prepare for?
2. DECISION MAKING:How your money will be managed.
3. ASSET ALLOCATION PROVISION:Your custom, highly diversified investment allocation designed to meet your needs without excess risk
4. PROVISION OF PERIODIC REVIEW:A written agreement of how and how often your investments will be personally reviewed with your advisor.
U.S. Wealth Group creates a custom client portfolio allocation based on:
As we proceed through life, we experience different stages of financial planning that need to be addressed. These common stages are:
Ongoing advice on matters of all general financial planning questions and concerns.
Each stage has its own unique set of challenges and considerations. Please click on each life stage to view the relevant financial planning topics that we address with our clients.