We believe each client has unique financial needs, which requires a personalized plan and strategy.
Working with You
Never worked with a financial advisor before? That’s okay; we are a straight-forward team and we make the process easy. Here’s what you can expect when you partner with us.
Getting Acquainted
It starts with a conversation. We’ll discuss your goals, needs, and objectives. This is a chance for us to get to know each other and find out if we’re a good fit.
Getting Started
Once we determine that we want to work together, we will begin to gather data and develop a plan that includes manageable action steps. Together, we’ll establish your milestones and set your plan in motion.
Constant Communication
We stay in touch on a regular basis because we believe in the importance of ongoing, proactive communication and responsive service. Whenever you have a question, you can reach out to us. Need to reassess your goals, discuss the economy, or talk about the markets? We are just a phone call away.
We constantly monitor your progress and schedule regular check-ins to keep you informed and make adjustments as your life and goals evolve.
Planning for Financial Transitions
When you are going through a transitional period in life, we help you plan for the financial impact of those changes.
We work with you to help protect and preserve your wealth during times of crisis, and to make appropriate adjustments to your plan after life’s transitions. Our mission is to help keep you on track toward your goals.
Estate Planning
The right estate plan can empower your legacy for generations.
Together, we can create a master plan for the management of your assets and property during your life, and the distribution of your property at death. We can build an estate plan that is designed to help minimize the tax and debt burden for your heirs.
Business Planning
Effective business planning strategies are designed to help you plan for every stage of your business, from growth to succession planning. With proper planning, you can tap into the value of your business to support your retirement objectives or meet your family’s other financial goals.
Business Operations
We can assist with issues like cash flow analysis, tax planning, and financial analysis for your business.
Business Succession
We can help you understand your options when it’s time for you to hand your business over to your desired successor.
Preparing for Retirement
With your sights on retirement, we can help you plan for the lifestyle you envision.
As you approach retirement, we can help you with investment strategies, accumulation planning, retirement income planning, tax strategies, estate planning, and more. We will address your investment portfolio management needs and help you navigate the complexities that the “sandwich generation” faces.
Living in Retirement
Because retirement years can span decades, retirement planning may dominate your financial goals. We work with you to identify risk, manage volatility, and optimize distributions to help you have a comfortable, stable, and tax-efficient retirement.
In addition to creating a sustainable retirement income, we help you address the other key financial challenges you face in retirement. This includes exploring Medicare benefits, income preservation, maximizing Social Security and pension benefits, potential long-term care needs, estate planning, and creating the legacy you desire.
Collaborating with Other Professionals
Attorneys, CPAs, and other trusted decision-makers are key to your success. Rich will coordinate their efforts, or help you connect with the appropriate professionals, so you can navigate forward with confidence. The good news is that there is little Rich hasn’t seen, and he will always listen with an objective ear.
Your Tax Advisor or CPA
Working with your tax advisor or CPA, Rich helps to ensure you’re using the most tax- efficient strategies available to you.
Your Estate Planning Attorney
As a Certified Estate Planner®, Rich has the knowledge to assess your potential risks, and can work with your estate planning attorney to point you in the right direction.
Your Attorney
Rich works with your attorney to help ensure that your issues are resolved in the most appropriate manner possible, and according to your financial goals.
Precision Financial Planning does not offer legal or tax preparation and accounting services.
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