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Integrity Wealth Advisors Sample Financial Plan
- 2. The Integrity Way Planning is bringing the future into the present so that you can do something about it now. - Alan Lakein, author
- 3. Cash Flow Analysis First, we'll put together a high-level cash flow analysis We want to establish a Lifestyle Calculation to find a baseline of what you're currently living on.
- 4. Your Unique Planning Establishing Your Goals What are your Needs, Wants, and Wishes for the future? These are as unique as you are.
- 5. Your Unique Planning What are your expectations for retirement? What are your concerns?
- 6. Social Security Ws you are. Social Security Analysis: We help you understand the claiming strategies available. Are you eligible to receive a pension? Do you understand your payout options?
- 7. Retirement Funding Sources What retirement assets have you accumulated to this point? How much are you adding to your accounts each year? How much does your employer contribute? This is a consolidated view of all household assets
- 8. Net Worth Tracking Calculating Your Net Worth And Tracking it Year Over Year
- 9. Life Insurance Needs Analysis Do you have the right amount? Is it the right type? Is it cost-effective? What do you want your insurance to take care of? e.g. Paying off mortgage, cover children's college expenses, fully fund spouse's retirement, leave a bequest, etc.
- 10. Asset Allocation Review Do you know why it's important? Do you have an investment policy? How much risk are you taking? Does your allocation need adjusting?
- 11. Retirement Planning We run a Monte Carlo simulation, or 1000 trials of how things could happen, to determine your probability of success . What's your retirement outlook? Working together, we will implement strategies to bridge the gap from your current scenario to your goal scenario. We want to help you retire comfortably and more importantly- stay comfortably retired.
- 12. Are you ready to remove the guesswork from your financial life? www.integritywa.net 574-703-3987 Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors. Integrity Wealth Advisors is not affiliated with the Securities America companies.