Financial Planning

Financial Planning is an Ongoing Process

We believe that financial planning is an ongoing process that is an important and dynamic part of financial success. Our financial process begins with gathering data to better understand your needs and goals. Unlike a 'one size fits all' plan, our approach seeks to adjust to your specific needs continually, so as your life and the financial markets change over time, your portfolio adjusts accordingly as well. 

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 Plan Analysis
  • Scenario specific planning – cash flow, real estate purchases, exchanges, or sales

 

 

 

Frank Deptola & Associates, LLC does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.