Owner Assessment
OUR FIGURES DRIVEN PROCESS DISPLAYS YOUR ENTIRE FINANCIAL PICTURE AS A BUSINESS OWNER TO SHOW YOU WHERE YOU ARE WHILE FEELING CONFIDENT ABOUT BUILDING AND PROTECTING YOUR WEALTH
Our goal with the Owner Assessment is designed to counsel our clients through all stages of wealth building, from portfolio efficiency to retirement accumulation and distribution. Each assessment is included below in order to set the foundation for sustained growth and overall stability for you and your family.
A quick glance at the value that's packed inside your assessment
Retirement Accumulation &
Retirement Distribution
Survivor Needs Analysis
Disability Income Needs
Portfolio Efficiency Analysis
Long Term Care Report
Asset Allocation Bundle
Social Security Optimizer
Employee Benefits
WHAT YOU GET IN THE OWNER ASSESSMENT
Retirement Accumulation & Distribution Bundle
✅ Calculates your retirement accumulation needs based on income sources, objectives, & available capital
✅ Demonstrates projections of monthly income in retirement based on goals
✅ Bundles together your distribution method to maintain an income in retirement
Survival Needs
Analysis
✅ Displays shortfalls that may happen in the event of an unexpected death
✅ Maps out your personal goals for your survivors now and in the future
✅ Social security details as it relates to your survivors after a death
Asset
Allocation Bundle
✅ Displays investment goals and time horizons
✅ Illustrates risk tolerance and the impact tax may have on you
✅ Showcases the recommended allocations for the assets
Disability
Income Needs
✅ Illustrates percentages of current monthly income
✅ Showcases potential financial shortfalls in your income each month
✅ Analyze benefit timelines of monthly premiums paid
Long Term Care
Report
✅ Individual vs policy outcome comparison analysis
✅ Analyze potential caregiver financial gaps
✅ Reports on current age vs care needs over time
Portfolio Efficiency Analysis
✅ Fixed income and equity and maturity comparassions
✅ Provides a risk based portfolio analysis
✅ Income vs short term and long term cap gain analysis
Social Security
Optimizer
✅ Examines different time scenarios to take social security
✅ Illustrates vital concepts associated with your social security journey
✅ Optimizes your social security income alongside other fixed retirement incomes
Employee
Benefits
✅ Individual vs policy outcome comparison analysis
✅ Analyze potential caregiver financial gaps
✅ Reports on current age vs care needs over time
THE 3 STEPS TO GET YOUR WEALTHY KIT
1. FREE 15-Min
Clarity Chat
During our 15 min clarity chat we will get clear on what's important to you and identify that data that is most relevant to your financial situation.
2. The Wealthy
Kit Meeting
Meet virtually with a personalized wealth advisor to analyze your specific wealthy kit results so that you have a good understanding of your financial diagnosis.
