It all starts with developing a Comprehensive Written Customized Lifetime Financial Strategy. When engaging in financial strategies for our clients, we will always give primary focus to their most deeply held values and their most important goals. From there, our team will assess how your assets are invested, how your assets are taxed, responsive asset allocation to meet your changing risk profile, and maximizing choice for accessing assets at different milestones in your life – for major purchases, marriage, children, education, travel, retirement, business activities, etc. By basing our recommendations on the strategies of control and flexibility, we also recognize the underlying goal to maintain and grow purchasing power for current and future lifestyle in spite of taxes and inflation.
Financial Planning at Reviresco Wealth Advisory
By basing our recommendations on the strategies of control and flexibility, we also recognize the underlying goal to maintain and grow purchasing power for current and future lifestyle in spite of taxes and inflation. We leverage the expertise of our team to focus on key financial “pillars” when developing and implementing our plans, carefully analyzing available solutions to see how these pillars might be addressed based on each household’s unique needs and goals. Below is a list of a few of the financial pillars we consider the foundation to a strong financial plan.
Money Management
Cash & Debt Management
Insurance & Protection
Financial Planning
College Planning
Estate Planning
Tax Strategy
Charitable Giving
Your Financial Plan Is a Comprehensive, Written Lifetime Strategy
As a fiduciary advisory firm, Reviresco Wealth addresses much more than the singular area of investment and asset management. This represents only one of the six key areas of finance we feel are absolutely vital in order to provide our clients with truly fiduciary, comprehensive services. Where most firms provide one report that addresses asset management, we provide this as well as five additional reports to address tax reduction strategies, cash reserve strategies, debt management strategies, risk management & insurance strategies as well as legal and estate planning strategies. Our clients receive six separate reports that make up the different “chapters” in their Comprehensive Written Customized Lifetime Financial Strategy, which puts it all together with the coordinated collaboration of or subject matter experts.
1. Your Complete Detailed Analysis Covers All 6 Areas of Financial Planning, with your Trusted Advisor ensuring the accountability and collaboration of all involved
Tax Planning & Tax Reduction Strategies
Risk Management and Protection Strategies
Budgeting, Money Management & Cash Reserves Strategies
Debt Management Strategies
Asset & Investment Management Strategies
Legal & Estate Planning Strategies
2. Specific Recommendations for Your Lifetime Success
Written Detailed Step-by-Step Action Plan in all 6 areas of financial planning, including what you need to fix based on your personal values and most important goals to achieve success.
3. Includes Three (3) One-on-One Meetings (90 – 120 minutes) to keep you on track.
Allows us to provide cohesive management of all your financial concerns well into the future, getting your financial house in order, and doing everything in our power to keep it there. We help you address life events, both planned and unexpected, by collaborating with subject matter experts whose skills are required to meet your various planning needs.
Comprehensive Safety Review (CSR)
Address Every Risk to Your Plan
Best result: Recommendations from full insurance review. Review of key progress reports. Review your GPS action plan.
Goal Progress Outlook (GPO)
Measure Your Progress Against Your Goals
Best result: Review strategic and tactical written plan for every goal. Recommendations from comprehensive review & update of your estate plan. Review of key progress reports. Review your GPS action plan.
Annual Review
Update your comprehensive written lifetime financial strategy
Best result: Review recommendations from the comprehensive written strategy for cash reserves. Review recommendations from the comprehensive written strategy for debt. Review of key progress reports. Review your GPS action plan.
Your Financial Plan Is the Benchmark:
3 Bottom Line Client Outcomes
