Frank Deptola & Associates, LLC

CONNECT

Address:

2400 East Katella Suite 800
Anaheim, CA 92806

Phone:

(714) 349-9431

Financial Planning

Financial Planning is an Ongoing Process

We believe that financial planning is an important and dynamic part of financial success. It is also an ongoing process. Our financial process begins with gathering data in the fact finder section of Wealth Harbor and includes these steps: Unlike a “once and done” static plan, our approach seeks to adjust your plan and strategies continually, as your life and the financial markets change over time.

Chart of financial planning process:

Types of Financial Plans available through Wealth Harbor:

  • Comprehensive plan
  • Social Security Calculation of Benefits & Optimal Way to take benefits
  • After tax effect of investment assumptions
  • Retirement Income Needs Analysis
  • Education Planning
  • Trust and Estate planning
  • Scenario specific planning – cash flow, real estate purchases, exchanges, or sales

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck