Broker Check

Financial Planning

At National Wealth Network, we provide holistic advice to guide clients through all aspects of their finances and help you maximize your potential for meeting your financial goals. We listen to your needs, ask questions and develop a plan designed for you, always putting the best interest of our clients first.

Financial planning involves looking at a client's entire financial picture and advising them on achieving their short- and long-term financial goals. From saving for education and planning for retirement to effectively managing taxes and insurance, we develop valuable relationships to help you live for today while planning for tomorrow. Having a financial plan enables you to assess where you are today and where you want to go next.

Estate Plan

At a minimum, you should have a will, which states your final wishes regarding your assets, dependents, and whom you want to administer your estate.

Net Worth Statement

Every financial plan needs a baseline; we will determine your net worth. We will make a list of all your assets and debt. Your assets minus your liabilities equals your net worth.

Budget and Cash Flow

Your budget is really where things get real, planning-wise. It can help you determine where your money is going and where you can cut back to meet your goals. 

Debt Management

Debt is not always bad. Part of our client’s financial plan is to help prioritize your debt then determine how much of your budget should go toward your debts each month. 

Retirement Plan

We will look at different scenarios and help to figure out what you may need in retirement. This is unique to each of our clients. To some clients traveling and dining out in retirement is paramount, while others want to support a relative or friend financially. Part of your plan will include future taxes, mortgage, health care costs. As you get closer to retirement, we fine-tune your retirement plan.

Emergency Fund

When something unexpected happens—you lose your job, for example, or get hit with an unexpected medical bill—an emergency fund can help you avoid tapping your long-term savings to make ends meet.

Financial Goals

We will get to know you and what you want to accomplish with your money. Your financial plan will start with a list of your big and small goals. Short-term goals are those you hope to achieve in the next five years—such as paying off debt or buying a new car. Medium-term goals are those you hope to accomplish in the next five to 10 years—such as the down payment on a home or starting your own business. Long-term goals are ten or more years away—including college and, of course, retirement.

Risk Management

Life Insurance

Disability Insurance

Long Term Care

Personal Liability

Investment Plan

Customized to your specific investment objectives using your personal risk tolerance profile

Tax Reduction Strategy

Based on the tax code, we will strategize a plan to minimize taxes on personal income.

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