Financial Planning

Financial Planning

Common Financial Planning questions include:

  • How much money do I need to retire?
  • How much risk do I need to take to potentially reach my goals?
  • How do I maximize my income and minimize my taxes?
  • How do I figure out how to pass wealth down to future generations?

Financial planning may incorporate lifetime cash flow analysis, investment planning, tax planning, risk management, and estate planning elements.  We can combine this information into an overall cash flow analysis that can then be used to test different investment approaches initially, and will also be updated over time as your situation and the investment environment changes.

Our objective is to understand and develop your family’s goals and try to help you achieve them in the best way possible.

It is important to remember that success is not always defined by maximizing your investment returns. Your family financial plan involves complex choices related to risk tolerance, time horizons, liquidity needs, tax implications, generational transfer desires, cash flow needs, and philanthropy goals. Glen Eagle can work with you to construct the financial plan customized to fit your goals and needs.

Retirement Planning

Common Retirement Planning questions include:

  • How much money do I need to retire?
  • How long will my current investment capital last given the forecast for market returns and my risk tolerance?
  • How do I decide when to start Social Security benefits?
  • Should I be using a regular IRA or a Roth IRA?
  • What are my options for setting up a retirement plan at my new company?

There are many unique questions that we help clients deal with when it comes preparing for retirement.  We act as the guide for the family, whether it is helping a younger client set the right goals for their future or helping an older client adjust to the beginning of retirement from their career.

Estate Planning

Common Estate Planning questions include:

  • What is the best way to achieve my long term goals for passing wealth to my spouse and/or future generations?
  • How can we most effectively meet our philanthropic goals?
  • We did some estate planning a long time ago – is it still set up the right way to achieve our goals now that our assets have grown and the laws have changed?
  • What are the different ways I can try to avoid estate taxes?

We work with your attorneys or recommend specialists to work with you as we assess your current situation and create new approaches to meet changing needs and regulatory requirements.  We have the expertise to help you wade through all of the acronyms and strategies in order to understand the approach best suited for your family. If appropriate, we can also assist you with managing the appropriate trustee services related to the entities created or already in place.

Education Planning

Common Education Planning questions include:

  • How do I plan for the future college costs of my children?
  • Should I be using a 529 plan?
  • What states offer the best 529 plan options?
  • How do I talk to my kids about private vs. public college costs?

For clients with younger children or grandchildren these are all critical questions where having an advisor is a wonderful benefit.  We can help you figure out these answers and ensure that your financial plan includes the steps needed to reach your goals.

Glen Eagle Wealth, LLC is a member of MSRB, FINRA, and SIPC

Glen Eagle Advisors, LLC is a SEC Registered Investment Advisor 

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