At Empowerment Fiduciary, we believe that the financial planning process should be a collaborative effort that creates individualized solutions.
Financial planning can involve a targeted scope or a comprehensive diagnostic evaluation including any or all of the five principal topics listed below.
|We review your current insurance coverages and help to identify any shortages or gaps. A detailed analysis of current cash flows and statement of financial position is also available.|
|We review your past tax filings and optimize a foundational plan moving forward, accounting for possible taxation changes and strategies.|
|We review your current retirement assets and create recommendations to improve the probability of success while mitigating unnecessary risks.|
|We review your current investments and adjust it to match your risk tolerance preferences. Planning for and adapting to a changing financial environment will keep you moving towards your financial goals.|
|We review your current Estate Plan and verify that you have the must-have documents in place.|