Financial Planning starts with bringing clarity to your current financial situation. That clarity is informed by defining short-term and longer-term life goals, so we are able to view where you stand today and what you truly want to accomplish going forward.
As we analyze your overall financial health, our financial planning process will establish a decision-making framework for life while addressing relevant topics, such as career transitions, real estate decisions, retirement scenarios, insurance, estate and investment planning. Using advanced digital financial tools along with cash flow planning, you will have the opportunity to explore multiple scenarios, and thereafter, develop a road map that can give you the confidence towards reaching your goals.
Our financial planning process is a dynamic one. As markets, goals, and priorities change, we will encourage you to monitor progress on an ongoing basis, so that you maintain control over your financial future and take the required steps to make your life as meaningful as possible.
This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third-party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way whatsoever. This presentation may not be construed as investment, tax or legal advice and does not give investment recommendations. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website. https://adviserinfo.sec.gov/ Past performance is not a guarantee of future results.
Estate Planning
Regardless of wealth, estate planning can often be overwhelming, simply because it is so encompassing in nature. A holistic approach, focused on your goals and legacy, is the start. See how we will work with you and the numerous other advisors involved—and even your executors or trustees—to give you peace of mind.
Education Planning
Funding higher education should be seen as a part of your comprehensive financial plan. And, there are many variables to consider. What kind of school? What degree, or even how many degrees? When to start saving for college? What optimal savings vehicle to use? See how together we can create realistic funding goals that are balanced against your other priorities and long-term objectives.
Insurance Planning
Insurance planning is a necessary component of any financial plan. Its primary function is to protect against unexpected events but can also be used for efficient tax and legacy planning. Together, we can explore possible options that can help you achieve your lifestyle goals and mitigate risks, including life, disability and long-term care insurance.
Tax Planning
WGCA evolved from The Wolf Group, a CPA firm specializing in international tax solutions, and have put that institutional knowledge of complex and technical tax matters to work for you. You will see the care we take when providing Financial Planning and Investment Management portfolio guidance, providing tax-efficient strategies that can reduce worries and contribute to achieving your life goals. We maintain a close and collaborative relationship with our sister firm and can turn to them when unique situations require deeper tax expertise.
Insights
Dig deeper: more on the primacy of Financial Planning
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