Financial Planning Services
When seeking professional financial advice, choose to work with a Certified Financial Planner CFP®.
Our team specializes in the following areas of financial planning:
- Retirement and Income planning, including Social Security claiming strategies
- Investment management
- Equity compensation planning (stock options and restricted stock)
As a fiduciary, we work with you to grow and preserve your nest egg.
Our financial planning team works diligently to assist clients who are concerned about planning for a sound financial future for themselves and their families and to offer objective financial advice and solutions to each client based on their unique circumstances.
We do this by working closely with each individual, helping them define their dreams and goals, prioritizing what is most important to them, and then offering personalized financial planning strategies, investment management, and risk mitigation strategies to help them pursue successful outcomes.
The team spends time asking questions and getting to know you. They may ask about
- your financial goals
- your history with money
- what motivates you
- what you fear about money
- your success,
- what, if anything, may have held you back in the past.
We view our clients as partners. Our business philosophy is based on the principle of putting our clients first. We take immense pride in your success.
The CFP® (Certified Financial Planner) is a particularly prestigious designation. One of the oldest in the profession, it requires years of experience, successful completion of standardized exams in several areas, a demonstration of ethics, fiduciary responsibility, and a college degree, as well as ongoing education in the field.
YES, I would like to have a no-obligation conversation about financial planning consulting services.
Financial Planning Services We Offer
Comprehensive Financial Planning
Based on your values and priorities, addressing all areas of your financial life including cash flow analysis, investment tax strategies, investment and financial services planning for goals such as education and retirement, retirement income distribution strategies, legacy planning, and wealth transfer. We provide advice on asset allocation, “asset location”, and tax-favored investments that are most favorable to you, including IRAs (Roth, non-deductible, deductible.)
Equity Compensation Planning
We help our clients build wealth by helping them maximize their equity compensation plans, including stock options and restricted stock.
Investment and Insurance Solutions
We offer a range of investment planning services. As independent financial planners, we provide professional money management utilizing mutual funds, ETFs, individual stocks and bonds, alternative investments, and annuities, including equity-indexed and variable deferred annuities.
For small business owners or self-employed individuals, we will help you analyze the various retirement plan options available and determine the most appropriate choices for you. We also coordinate customized risk mitigation strategies for clients with a wide variety of insurance products.
What Other Services Do We Offer?
- Risk management and insurance planning
- College savings plans
- Legacy or charitable planning
- Portfolio management
- Cash flow analysis
- Debt management
We will revisit your planned financial services on an ongoing basis as you make adjustments to life’s never-ending changes. Working with a CFP® can provide peace of mind, as we guide you through the daunting process of pulling your financial life together into a clear picture.
Achieve Your Financial Goals & Dreams
Everyone has financial goals they want to achieve and dreams they want to come true. This is no easy task. Life throws us all a curve ball now and then. You can make it much easier by having a trained professional at your side.
A certified financial planner’s services help you create strategies for potentially reducing financial risk and building wealth over the long term. We can collaborate with you to develop a game plan that is designed to put you on track to achieve your financial goals.
If you have an interest in personal financial planning services, let us know and we will make the introduction. You will receive a free, no-obligation financial assessment to help you determine if such services are a good fit for your current circumstances.
Disclosure
Please bear in mind that investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Past performance is no guarantee of future results. Please note that individual situations may vary; therefore, the information presented here should only be relied upon when coordinated with individual professional advice.
WEALTH Financial Consultants, Inc.
15830 Venture Lane
Eden Prairie, MN 55344
T: 952.294.4921/800.860.7221 F: 952.937.7605
Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Royal Alliance Associates, Inc.
Long Term Care Insurance Advisors is an independent insurance broker serving Minnesota and western Wisconsin residents and small businesses for the past 3 decades
