财务规划

A financial plan should not be a one-time event but an ongoing commitment to evaluate your goals, monitor changes in your situation 和, 根据需要, make the right adjustments to ensure you remain on track. 老葡京手机app可以提供帮助.

我们的理财策划服务

 

  • 档案组织
  • 养老金计划分析
  • 退休计划
  • 遗嘱覆核
  • Risk Management Assessment 和 Insurance
  • Small Business Planning 和 Valuations
  • Specific Investment Recommendations
  • 税务筹划及准备
  • Traditional IRA 和 Roth IRA Advice

老葡京手机app’s team of Certified Financial Planners (CFP®) 和 Chartered Financial Analysts (CFA) specializes in holistic retirement 和 life planning. Our comprehensive process focuses not only on the financial aspects of your life but also your individual preferences 和 personal circumstances. We listen 和 create a truly customized plan based on where you are in life. We go beyond the numbers 和 statistics generated by most modern retirement planning software packages. 我们确保这是你的计划.

 

财务规划 和 Longer-Term 财富管理 Expertise

While 老葡京手机app’s 财务规划 clients typically engage the firm over a shorter period of time (sometimes even a single session) to provide guidance, some clients may prefer longer-term wealth management expertise that delivers a comprehensive approaching including 财务规划, tax planning 和 investment advisory expertise. 老葡京手机app的附属实体, MBI,有限责任公司, is an independent, fee-only wealth management advisory firm. MBI professionals are registered as investment advisors with the Securities & 交易委员会.

Our professionals believe the fee-only method of compensation is the most transparent 和 objective method for clients. The model ensures that your financial planner acts as a fiduciary. Fee-only planners are compensated directly by their clients for advice, plan implementation 和 for the ongoing management of assets. All members of the National Association of Personal Financial Advisors are required to work only within the fee-only structure.

合规 documents including Form ADV Part 2A 和 the Customer Relationship Summary describing the work of the firm’s investment advisors are available for 委员,葡京会手机app下载 & 老葡京手机app 和 巴恩哈德投资公司.  

Presentation: Grow Your Net Worth for Early-Career Stage Professionals

Presentation: Grow Your Net Worth for Mid-Career Stage Professionals

Presentation: Retirement 和 Life Care Planning: Helping You Build a Path to a Peaceful Future

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