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How We Help You
Comprehensive Wealth Planning
Comprehensive Wealth Planning is designed to help you and your family meet your long-term financial objectives. We do this through an objective and customized planning process based upon your unique situation and financial goals.
Each relationship starts with our discovery process, where we take the time to get to know you by learning what is most important to you and understanding your objectives. Utilizing powerful modeling tools, we then analyze your current situation and make specific recommendations to accomplish your goals. Comprehensive Planning helps you understand and then focus on the important decisions that will help you achieve your financial goals. This process helps you feel empowered and confident knowing you are on the right track.
Your Comprehensive Plan may include all or some of the following:
- Wealth Accumulation Planning
- Post-Retirement Income Planning
- Education Funding
- Investment Planning (including an Investment Policy Statement)
- Insurance Strategies
- Employer-Provided Benefits Analysis
- Estate (Legacy) Planning
- Charitable / Philanthropic Planning
Comprehensive Wealth Planning Process
The Raskin Planning Group utilizes an integrated and disciplined 5 Step Process (shown here) to help ensure you are meeting your long-term financial objectives.