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What is Holistic Financial Planning?

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

  • Advanced Income Planning
  • Investments
  • Insurance Services
  • Tax planning & Roth Conversion Strategies
  • Social Security strategies
  • Medicare and Long-Term Care Planning 
  • 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.

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:

  • Liberty Financial & Estate Organizer  
  • Volatility Tolerance Analysis
  • The Investment Stress Test
  • The Liberty Formula® Retirement System
  • BlueLeaf Investment Monitoring Service
  • Brokerage Accounts / Managed Money
  • 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 Review
  • 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