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The Color of Money Risk Analysis allows us to assess your financial picture and provide a roadmap to your overall risk preferences. The output will be a proprietary Color of Money scoring system
This short, interactive analysis is the first step on the road to retirement.

What is Holistic Financial Planning?

The holistic financial plan is an integrated approach to coordinating all key areas of your financial life, including:

  • Investments
  • Insurance
  • Tax planning & preparation
  • Social Security strategies
  • Medicare and
  • Estate planning

Through this holistic approach, Peter and his team will regularly review each area to ensure everything is being aligned with your specific goals.

Watch our Holistic Planning Videos here

Why Do I need a Holistic Plan?

The ultra-high net worth investors have had the benefit of coordinated financial planning for years; however, the middle class and middle-class millionaires who need holistic planning the most, unfortunately, have not benefited for this same level of service.

The middle class are most often the ones most effected by economic and legislative changes, so the stakes are considerably higher with the risk of running out of money due to poor planning, particularly in retirement.

Creating holistic plans, assists you in optimizing all assets to work collectively towards your goals, while also reducing critical inefficiencies, including:

Gaps in coverage

Overlap or overexposure in investments

Tax inefficiencies and missed savings opportunities

Failure to identify and reach your goals to provide the income you need throughout your lifetime

Time and communication disconnect as you work to align various strategies between professionals

Improper or inconsistent investment strategies, or

Missing essential legal documents that can cost your loved ones significant time and money in the event of death or disability

Products and services we include in your Holistic Plan:

  • Family Estate Organizer ™
  • Volatility Tolerance Analysis
  • The Investment Audit ™
  • The Liberty Formula ™
  • WealthGuard and Portfolio Monitoring Service ™
  • Brokerage Accounts / Managed Money
  • Probate Avoidance Planning
  • Beneficiary Designation Review and Update
  • Income Tax Reduction Strategies
  • 401(k), 403(b) and Qualified Plan Allocation Review
  • Social Security Analysis and Recommendation
  • Life Insurance Audit ™
  • Medicare & Long-Term Care Planning
  • Household Financial CFO

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (904) 834-3544