There are three stages to our process:
1. Investment Plan
2. Financial Plan
3. Advanced Plan
It provides an overview of your client profile, our consulting process and our investmentrecommendations. It also includes brief descriptions of our fees, as well as our firm’s background andphilosophy.
We go into a detailed analysis of your current situation. We setup a client portal for you to see your scenarios update automatically. This allows us to run several scenarios and look how different financial situations can impact your goals.
Advanced Planning* =Wealth Enhancement: tax mitigation and cash-flow planning +Wealth Transfer: transferring wealth effectively; may not be within a family+Wealth Preservation: risk mitigation, legal structures and transferring risk to insurance company +Charitable Giving: maximizing charitable impact+Business Continuation: preservation and succession planning
*CUI Wealth Management cannot give tax or legal advice. Any strategies that require tax or legal advice should be done in conjunction with the advice of tax and legal professionals.
Neither Woodbury Financial Services, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.