Private Wealth Management
Services for the firm’s Private Wealth Management investors include, but are certainly not limited to:
- Insurance planning
- Education funding planning
- Employee benefits planning
- Retirement planning
- Social Security maximization planning
- Real Estate financing planning
All new Private Wealth Management clients to Fair Weather Strategies will have a comprehensive financial plan developed for them using the powerful MoneyGuidePro software. Utilizing the software, the firm will work side by side in helping these clients map out their household’s financial goals.
The software generates suggestions on how to most effectively harness the clients’ assets and resources with the intent of maximizing the probability those goals are achieved. The client’s goals can be tweaked as often as is necessary and the firm strongly encourages that each private wealth management client reviews their plan with the firm at least annually. Here is a link to an interactive sample comprehensive financial plan.