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Financial Planning


As you advance financially throughout your life, several professionals may come into play: CPAs, insurance agents, mortgage brokers, investment advisors, attorneys, annuity agents, etc. You probably collected various policies, investment accounts, annuity accounts

will and trusts, legal documents, rental properties, and pension accounts. But where is all this leading? Why the persistent feeling that destinations are still unclear? You worked very hard for these assets, are they working hard for you?

One of the biggest frustrations and the biggest source of missed financial opportunities, results from the lack of communication and collaboration between your financial allies. To ensure your assets are collectively working toward your goals, an experienced, coordinated approach is needed to maximize opportunities and avoid costly overlaps or gaps in your efforts.

Maximizing Your Resources with Holistic Financial Planning

At Advisory Group West, our goal is to provide clarity, education and coordination that allows you to feel confident when you see how your cohesive plans consistently improve your current and future overall financial wellbeing.

What We Do to Help

First things first. You get to begin by establishing a clear and broad context for discussion that helps you frame your financial future with our Cornerstone Vissions Strategy Sessions. This is done by clearly demonstrating to you how aligning your financial priorities with your personal values stimulates powerful impetus and momentum. During this two-part series, you’ll quickly learn how planning well first, can allow you to invest with greater confidence because each choice you make is being aligned with what is important to you. Knowing you are investing consistently well, should ultimately allow you to live well, because you’re no longer leaving things to chance. You’re now controlling what should be controllable.

Addressing Your Critical Financial Questions

During your planning process, you’ll want answers to so many rational concerns, such as:

  • How close are we to meeting our lifestyle retirement dreams?
  • How on target is our current trajectory?
  • How can I prepare for healthcare costs in retirement?
  • Where can we find tax efficiencies?
  • How can I prepare for future taxes?
  • How can we control elder care costs?
  • Are my affairs organized clearly enough for my successor trustee?
  • If I died tomorrow, are the people and causes I care most certain to benefit as I intended
Next Steps

Need resources to help organize, prioritize and optimize all the pieces in your financial life?

You’ve come to the right place. To learn more, schedule your Complimentary Cornerstone Vissions™ Strategy Session today.

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