OUR SERVICES
The team of professionals at Financial Advisor Network, LLC (FAN) take seriously our role as your partner in navigating life's financial journey.
We understand the financial planning process has a lot of moving parts and we understand the responsibility that goes with having your financial life in our hands.
Our goal is to help you achieve your financial objectives and provide you with guidance and encouragement along the way. We understand that each person's financial situation is unique, and that's why we offer a holistic financial plan that is tailored to your specific needs.
Our team of professionals provides guidance on financial decisions at every stage of your life, from starting a family to planning for your retirement. As your personal CFO, we offer professional advice to help you make informed, sound financial decisions.
YOUR FINANCIAL PLAN
We provide comprehensive financial planning, covering areas such as retirement planning, college savings, gifting and estate planning, investment portfolio management, tax strategies, risk management, and insurance planning. Our process starts with an initial meeting to assess your needs, followed by a detailed plan with recommendations for various financial aspects.
MONITORING YOUR PLAN
We prioritize transparent, providing regular meetings, statements, newsletters, and workshops. We coordinate with your other professional advisors, such as lawyers and CPAs, to ensure that all aspects of your financial plan are aligned.
WHO CAN BENEFIT FROM OUR SERVICES
Our financial planning services are suitable for anyone, regardless of career stage, and are aimed at helping you achieve financial success and the confidence that comes with having a solid financial plan in place.
Retirement can and rest assured will bring many changes to your life, both anticipated and unexpected. The financial professionals at FAN understand that planning for retirement can be a complex and emotional process. That's why we offer customized advice that addresses not only the financial aspects of retirement but also the emotional ones.
CONSIDERATIONS FOR A SUCCESSFUL RETIREMENT
Our goal is to work with you to develop a plan that allows you to retire when you want and with the lifestyle you want. Our retirement planning services offer guidance on all important areas, such as retirement income planning, investing, healthcare planning, and insurance.
We begin with an initial meeting to assess your needs, followed by a retirement plan that includes recommendations in all the important areas of retirement planning. Our plan includes guidance on retirement savings, retirement income planning, healthcare and long-term care planning, insurance, estate, and legacy planning.
We offer clear communication, transparency, and coordination with other professional advisors to align all aspects of your retirement plan.
Our services are suitable for everyone and aim to provide peace of mind
Our Client Service Model
This is what to expect from us in terms of meeting and discussion points.
Of course, we want to hear about any changes to your personal or professional lives as well, in addition to any new events surrounding the proper execution of your plan.
Annual Planning Meeting
Date: January/February/ March
Meet in office or virtual
- Discuss life changes
- Confirm your goals and priorities for the year
- Present financial planning recommendations
- Implement portfolio updates/rebalancing as needed
What we'll cover
- Track progress/review life goals
- Track net worth
- Review cash flow and savings/distribution strategies
Mid-year Review
Date: June/July
Phone call
- Confirm completion of prior meeting’s to-do’s
- Comprehensive portfolio review
- General market update
What we'll cover
- Review investments
- Discuss asset allocation and recent performance
- Understand your risk score
Year-end Review
Date: September/October/November
Meet in office or virtual
- Discuss life changes and revisit goals
- Discuss open enrollment and group benefits
- Review insurance portfolio
- Discuss tax and estate strategies
What we'll cover
- Year-end investment strategies
- Protection strategies
- Beneficiary review
