Planning/Consulting

The more you are able to understand and manage your wealth, the more likely you are to achieve your goals and dreams. But managing your financial future is a complex process that involves careful consideration of your short and long-term goals. Our Consulting Services provide a great method to ensure that your chosen path becomes the focus of your financial strategy.

These services include specific financial problem-solving and consulting in areas that are somewhat different than the services offered through traditional, comprehensive financial planning. As evidenced by the range of the following services, there are many potential situations in which we can provide valuable, targeted, services. The costs for our consulting services are based upon an hourly rate, which is fully disclosed in a written engagement agreement, with LPL, a Registered Investment Advisor.

You get essential financial guidance in those areas that are most important to you:

  • Asset Allocation
    Many investors have assets in company retirement plans as well as assets managed by the financial professionals at Four Financial Management. We can provide you with a comprehensive view of your asset allocations to help you better plan to address your long-term goals.
  • Business Planning
    Receive professional advice on a variety of topics, including succession planning, entity planning, retirement plan evaluation and cash management. We can provide valuable advice for navigating these areas.
  • Education Planning
    There are a variety of savings vehicles specifically tailored for education that can help you pursue your funding goals, including 529 plans and Coverdell Education Savings Accounts (ESAs). By starting a disciplined savings plan now, you should be in a better position to meet your child’s education needs in the future.
  • Estate Planning
    We can help beneficiaries set up estate accounts, determine date of death values and handle asset transfers on behalf of beneficiaries. When your family is meeting the challenges that accompany the loss of a loved one, we can relieve your stress by assisting with your family’s financial matters.
  • Goal Planning
    Addressing specific concerns in a focused manner can clear the path for greater progress. We can help you implement a strategy to address one or two core goals and track your progress, making necessary adjustments as needed.
  • Purchase Analysis
    If you are contemplating making a major purchase for personal or investment reasons, we can help you analyze the details of the transaction and how the transaction may impact your long-term goals, based on various price and value change scenarios.Our Consulting Service is a flexible and affordable option if you are seeking sound financial guidance delivered in a deliberate, goal-oriented manner. You get as much assistance as you need, when you need it throughout your life.