Fee-Only Financial Planning

At Wealth Analytics, our goal is to help you develop and implement a custom plan to reach your personal and financial goals.

Think about the last time you went on vacation. You probably had a set destination and plan for how you’d get there. Maybe you had a budget and even an itinerary of activities and places to visit. You probably wouldn’t think about going on a trip without some kind of plan in place.

However, many people manage their financial strategy without a plan.

A Comprehensive Financial Plan

A comprehensive financial plan serves as a guide for your financial journey. You can use your financial plan to make informed decisions about:

Retirement Planning
Risk Management
Investing
Estate Planning
Taxes
And much more

Do you have a comprehensive financial plan? If so, how do you know you’re on track to reach your destination?

Our financial planning services at Wealth Analytics analyze the following considerations:

Financial Planning, San Diego and Orange County

Building a Model

of expected expenses and income in retirement

Evaluating Strategies

for taking Social Security and enrolling in Medicare

Determining Sustainable Withdrawal

from the entire portfolio of investments and meeting IRA required minimum distributions

Coordinating Financial Resources

such as investments, pensions, 401k retirement plans, IRA’s, and savings accounts

Analyzing

the need for long-term care insurance

Monitoring

and updating the plan as needed

Investment Management

Estate Planning

Tax Planning

Risk Management

Start Here

It would be nice to have a plan in place that fits our own life vision and desires — a vision that marries making money with doing what we love and inspires in us more hope than dread.– Mitch Anthony, Author of The New Retirementality