Financial Planning

It’s time to make a plan so you can (fill-in-the-blank).

12-Financial-Planning

No two people are alike, which means no two financial plans should be alike either. When you need financial planning help, your aspirations, needs and wants are uniquely yours.

When you partner with Achieva Wealth Advisors, you can rest assured that we’ll develop an objective, customized investment program to make your money work for you. From there, we’ll help you put your financial plan in action. But before we do that, we take the time to understand your goals, objectives and risk tolerance. And we’ll take all the time you need to do just that.

Grounded by trust and integrity

We provide a consultative approach and unbiased help and advice. We aren’t tied to any one financial product line, so we can pick-and-choose the best financial options for you. Our investment advisors take great pride in charting the best course for you and your family, whether you are nearing retirement or just starting out.

Plus, our head advisors are CERTIFIED FINANCIAL PLANNERS™ — meaning that they have pledged to “provide financial planning services at a fiduciary standard of care, in the best interests of their clients.”

Our Financial Planning process includes:

  • Setting goals
  • Creating a savings and investment plan
  • Protecting your financial security
  • Building your net worth
  • Managing wealth
  • Creating an income from your assets

Our asset management services include:

  • Risk tolerance analysis and recommendations
  • Net worth analysis
  • Asset allocation recommendations
  • Portfolio rebalancing (as needed)
  • Quarterly portfolio performance reporting and review
  • Tax and cost basis reporting
  • Access to open architecture institutional money managers
  • Development of personal Investment policy statement
  • Access to approximately 2,000 mutual funds from approximately 250 families
  • Analysis of risk/reward of current portfolio
  • Insurance and retirement needs analyses
  • Retirement income stress test
  • Document vaulting
  • Wealth protection strategies
  • Long-term care planning
  • Will and trust integration strategies
  • Wealth management plans
  • Legacy planning

Contact

1-727-443-8019 WealthAdvisors@achievacu.com
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