Wealth Management Strategies, Financial Advising, Insurance
Our Prescott financial planner believes that you, the client, are the focus of the financial plan. First, we conduct an in-depth interview to discover what is important to you, what you are trying to accomplish, how involved you are in making financial decisions, and your current financial situation. Then, we gather all the pertinent information about your financial life including your income and expenses, taxes, checking, savings, and investment accounts. We review your life, disability, and long term care policies, including the provisions, ownership, and beneficiary designations, as well as your wills, trusts, and estate planning documents. This is the foundation of asset management. Once our Prescott financial planner will have reviewed all your information, we discuss your overall existing plan and make financial planning and analysis recommendations, as needed, to tailor the plan to more fully suit your goals and objectives. During the investment advising program we present these questions our advisor then help our clients answer:
- Am I saving enough?
- Am I paying too much in taxes?
- Do I have the right retirement plan?
- How much income do I need to retire?
- Is my portfolio too risky? Too safe?
- Is my family taken care of if I were to die?
- What happens if I get hurt and can’t work? What happens if I lose my job?
- Am I paying too much for insurance? Do I have enough coverage? Is it the right kind?
These recommendations answer those asset management questions and others. Financial planning can be as simple as providing suggestions for reducing your insurance expenses or as complex as revising and implementing a comprehensive pre-retirement strategy. Our Prescott financial advisor will help you structure a filing system for all of your documents and important paperwork and systems to help you keep your investment planning on track.
For more information on our investment advising services and how we can help you, reach out to our helpful advisor today.
Wright Wealth Management – Your Prescott Financial Advisor
3181 Clearwater Dr Ste A
Prescott, AZ 86305
Phone: (928) 777-0446
Fax: (928) 777-9088
Toll-Free: (866) 528-7233