At Segal Wealth Management, we understand that the most effective plan begins long before we look at the numbers – it starts with a discussion about your values, your current situation and your aspirations for your future and your loved ones. Your financial plan provides you with a comprehensive assessment of your financial situation and helps you determine if your existing investment strategy is in line with your goals. The plan includes a review of your current financial position, as well as an analysis of your investment, retirement and estate planning issues. The plan will include details about:
Financial Priorities and Goals
Major Purchase Planning
Trust and Estate Planning
Once your custom plan and investment strategy are in place, we will help you stay focused on your goals and provide regular reviews. That way, when your life or financial needs change, we will be there to help adjust your plan and strategy accordingly.
Melanie R. Segal