A financial plan is designed to help you with all aspects of planning. The financial plan may include, but is not limited to: a net worth statement; a cash flow statement; a review of brokerage accounts; tax planning with a CPA; a review of retirement accounts; a review of insurance policies; one or more retirement scenarios; estate planning review with an estate planning attorney; and education planning.
Detailed investment advice and specific recommendations are provided as part of a financial plan. Implementation of the recommendations is at your discretion.
Debt Elimination and Cash Flow management (Budgeting)
Retirement, Brokerage, and Education Savings Review & Reallocation
Estate Planning Attorney Consultation Tax Strategies with a Certified Public Accountant
*Virtuous Financial Group, LLC. does not provide tax advice, please contact your CPA or you may request a referral to a CPA.