Achieving your financial goals takes careful
planning. The process requires you to clarify your long term
objectives and set financial priorities. You need to know where you are
today have an idea of where you want to be at retirement and beyond.
Colenbrander Wealth Advisory Group can help. We use a state-of-the-art
financial planning program to present your whole financial plan in
understandable terms. Whether your personal situation is simple or more
complex, we can model out the scenarios you'd like to see, and show how
even small changes to your savings or investment patterns can have a
meaningful effect on your financial outcome. We can prepare alternate
scenarios for side by side comparison.
A Financial Plan prepared by the Colenbrander Wealth Advisory Group includes the
analysis of all aspects of your financial picture-- investments,
insurance coverage, taxes, education savings, estate planning, and
With defined objectives, a realistic and understandable
view of your current financial position, and a fully illustrated plan of
how to meet your retirement needs, our team gives you the peace of
mind that comes with knowing your strategy is in place.
We start each financial plan with the following questionnaire: click here