A COMPREHENSIVE financial PLAN can not only help to identify gaps and opportunities along the path to pursuing your financial goals, but provide you with a basis for making CLEAR and CONFIDENT DECISIONS across all aspects of your life and finances.
Make sure YOU have the PROPER TOOLS
Financial planning is at the very core of the life planning services we and our partners provide to individuals and families seeking to build, preserve and manage wealth over time. Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan designed to work toward multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.
Financial Planning is part of the process of meeting your life goals through proper management of your finances. From purchasing a home, saving for your childrens’ education or planning for retirement, meeting these goals will take planning.
The Benefits
Planning with experience provides direction to your financial decisions. It allows you to understand how the decisions you make affects your financial goals. By taking a wholistic approach – viewing each decision as part of a whole, you can adapt more easily to life changes and feel more secure that your goals are on track.
The Process
Getting to know you: identifying objectives/goals and gathering information
Analyzing and evaluating your current financial status
Developing and offering recommendations
Implementing the customized plan
Ongoing financial plan review/monitoring/adjustments
Financial Planning Services
Risk Management (Disability, Life, & Long-term Care, etc.)
Business Ownership Strategies (Buy/Sell Agreement, Succession Planning, Exit Strategy, etc.)
Investment Management Services
Investment Advisory Services are offered solely by Wharton Advisory Group, a Registered Investment Adviser, 148 East Lancaster Ave, Wayne, PA, 19087. Trinicore and Wharton Advisory Group are not affiliated. To find out more on these services, please click here.
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