Comprehensive Financial Plan

Our comprehensive financial planning service includes all necessary modules to complete a comprehensive written financial plan analysis of your situation and needs. We will work with you to determine which of the particular areas you have questions or issues in. After 20 years of financial planning, we know the kinds of questions that people have, and following are a few of the most common questions in a number of financial planning areas that we can help you with.

Asset Allocation and Portfolio Analysis: Is my portfolio too safe or too risky for my personal risk profile? What can I expect my portfolio to earn over a long period of time? Should I consider other investment types than what I currently own? Is my portfolio properly diversified or am I missing opportunities?

Financial Independence (Retirement Income): Can I retire when I want to? Will my standard of living suffer during retirement? What are the odds that my money will last as long as I do given my portfolio and income needs? Will my company plan benefits be enough? What can I expect in pension benefits, Social Security payments, or other income? Do I need an IRA account? How much additional savings should I put away to meet my retirement goal? What type of payout option should I select on my pension?

Life Insurance Needs Analysis: How can I make sure my family is secure if I were to die? How much and what kind of insurance is appropriate on my life or on my spouse? How can an insurance policy supplement my retirement income? Can insurance be used to protect my estate? How do I cover health insurance costs if I retire early? I am single, do I still need life insurance in my situation?

Disability Income: Is my group disability policy sufficient? How much money do I need if I'm disabled?

Education Funding: How much do I need to save for my children's education? What is the expected cost of attending your college choice: College A vs College B? What type of account should I use: 529, Education IRA, UGMA, insurance? What types of assets are appropriate to fund my child's education?

Long-Term Care: Will my assets cover the cost of long-term care? Is a Long-Term Care policy necessary on my spouseˇ¦s life or mine? When should I consider long-term care? Can my Long-Term Care policy be tax deductible?

Estate Planning and Tax Review: Will the IRS be my biggest beneficiary? Do I have an estate-planning problem? Should I take advantage of annual gifting? What type of estate planning is best for me? Do I need advanced directives, a power attorney or a guardian?

No product sales, just pure advice from one of the best financial advisors in America. We provide a detailed review of all of the important areas of your financial life. This is not a "cookie cutter" plan, but a plan put together with substantial qualitative input.

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With purchase of a plan, you will receive one month access to MWBoone WealthVision and one hour of phone support set-up time for free.