Wealth Planning, Management & Preservation
Short Business Description:
Your hopes are our goals You’ve “made it”— on paper, at least. You may have done some planning along the way, but as you reflect on how to enjoy your success, you ask yourself “Is it enough?” You’ve come to realize the many ways to enjoy all you’ve built and to appreciate overcoming the missteps that may have crippled your dreams. That’s why you need a plan — one designed to maximize your life’s work.
Wealth Planning Advisor
Address:18400 Von Karman Avenue
Irvine CA 92612
Paul W Vann
Long Business Description:
A plan for your future Based on experience with our clients, we have developed a finely tuned process that will lead you through the following six stages of financial planning. Establish and define the client-financial professional relationship We begin by discussing how we can work together to develop and implement your financial plan. We need to understand your financial situation, but we also want to help you define your goals. We start the process by: • Discussing your situation • Establishing a fee • Securing basic documents Gather client data, including goals and expectations The more detailed information we can obtain, the more customized and accurate your personal financial plan can be. We conduct a holistic audit of your current estate, investment and business owner situation (if applicable). Based on this information, we develop a comprehensive financial condition model of your current situation, including cash flow, tax reduction strategies and estate distribution projects. Highlights of this stage include: • Formalizing our working relationship • Gathering appropriate financial data, objectives and risk tolerances • Discussing and establishing goals • Discussing attitudes, views and concerns Process and analyze information to determine financial needs We analyze information gathered from the financial condition model to identify gaps and opportunities between your current financial planning and your objectives and risk tolerance. This helps us determine to what level you are meeting your financial goals with your current strategy. This stage focuses on: • Reviewing your data and assessing your status relative to goals, objectives and attitudes • Analyzing and evaluating your current financial status • Confirming and clarifying your data • Preparing a preliminary financial plan • “Trying-on” ideas, including key financial professionals, as needed, and refining recommendations
Business Website Address
Business Phone Number:
Irvine CA 92612
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