To execute a plan that focuses on your desired end goal, we utilize the EMoney(R) planning process. The industry-leading statistical modeling technology combined with our refined planning expertise produces a customized planning tool that is based on a holistic look at your financial life.

The EMoney(R) plan is a collaborative advisor/client process in which we identify your highest-priority goals together.

• What are your income needs in retirement?
• Have you established your estate plan?
• What type of protection do you need?
• Will you utilize a particular investment strategy?
• Do we need to consider tax-efficiency or education savings?
• How does your wealth affect the next generation?
• What are your overall life goals?

Then, we create a well-balanced, diversified portfolio based on your objectives, risk tolerance, and investment time horizon.

The best part? You can track your portfolio’s progress through your online account. When questions arise, contact your advisor at Berry & King Wealth Management Group, and we’ll help you work through it.