Raskin Planning Group

Plan Execution

Having a thoughtful and strategic plan is never enough. You must take action. The execution of your plan includes the implementation, monitoring and ongoing adjustments of the plan to ensure you stay on track and reach your most important financial goals.
 
 
Your Execution Plan may include all or some of the following:
 
  • Wealth Management (including Alternative Investments)
  • Education Funding
  • Insurance Strategies
  • Long Term Care Insurance
  • Employer-Provided Benefits Review
  • Charitable / Philanthropic Planning
  • Estate (Legacy) Planning
 
 
 
 
All of these are monitored on a regular basis and then integrated back into the planning process, through a series of ongoing face-to-face and phone consultations. Raskin Planning Group works closely with your other professional advisors (attorney and accountant) to help implement the recommended strategies.