Our Planning Services

We believe in a Holistic Approach to planning is the best way to achieve our clients ultimate goals and objectives.  This planning process consists of the following:

1. Understanding our client’s personal and business circumstances through engaging meetings in which we gather pertain information about our clients.

2. Analyze that information. 

3. Identifying, select & prioritize potential goals, noting the effect that selecting a particular goal may have on other goals.

4. Analyze our client’s current course of action and potential alternative course(s) of action. 

5. Develop the appropriate plan with selected recommendation(s) specifically designed for each client.

6. Presenting the proposed plan recommendation(s)

7. Implementing the final proposed plan recommendation(s).  We identify and analyze actions, products, and services designed to implement the recommendations.

8. Monitor progress and update success

9. Manage the plan for our clients through periodic and regular check-ups to ensure clients stay on track with their plan. 

With any plan you choose, our mission remains the same:  Provide independent and objective advice.  With the advantages of competent, professional holistic planning we seek to empower our clients to make the best decisions possible. 

The financial planning fees (fees) described below may increase or decrease depending upon the complexity of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between Voya Financial Advisors, Inc. (VFA) and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control. 

Preliminary Plan: 

Premier Plan: 

Prestige Plan: 

Specialty Plan:

Our Basic Plan

Closer to a real time financial consultation includes:

Cash Flow Statement Generating a Net Worth Statement

Budgeting Including Major Purchase Decisions

Individual Savings Goals

Insurance Planning

Health Care Projection with Long Term Care Needs Analysis

Social Security Planning

Risk Tolerance

Plan Reviews

Plans start at: $1295

 

Our Most Popular! Everything in the Preliminary Plan PLUS:

Asset Allocation

Retirement Accumulation Planning

Retirement Income Planning

Qualified Plan and IRA Distribution Analysis

Retirement Social Security Benefit Analysis and Planning

College Planning and Funding Choices

  

 

 

Plans start at: $2095

Our Most Comprehensive! Everything in the Premier Plan Plus:

Estate Planning and Gifting Strategies, Implementation and Management

Plans start at: $2295

 

Specialty Planning Services:

Business Planning Services

Special Needs Planning

Executive Planning with Stock Options and Deferred Compensation Evaluations

Divorce Planning

Investment Planning

Estate Distribution Services

 

 

 

 

 

Plans start at: $2295