At Planmark, we understand it is your plan not ours. It must work for you and built around your hopes and dreams. We structure your financial plan the way you want it. Our Financial Planning service can be part of a larger, more holistic Wealth Management program, or we can take a more modular approach.
In keeping with our pledge to maintain the long view of your financial health, your Planmark advisor develops your plan as an unfolding process and not a single event. The financial climate is unpredictable, all the more reason you need professional, comprehensive financial advice.
Our programs involve many features and range in complexity to suit your goals. Plan components can include one or more of the following pieces:
Retirement distribution strategy
Risk assessment and mitigation
Asset and liability management
As part of our financial planning process, your Planmark advisor can also assist in two key areas that often go hand-in-hand: Wealth Transfer and Business Succession Planning, if you own your business. Throughout our review and advisory process, we assist you in the following areas: