Our Investment Planning Process
Investment planning is an ongoing process of preparing for and reacting to critical financial events, which can be as diverse as paying for college, buying a vacation home, selling a business, an inheritance and, ultimately, retirement.
Our expertise and comprehensive resources will help you prepare for these important moments while allowing you to maintain your lifestyle and achieve your life goals.
At Florham Park Wealth Advisors, we tailor each investment plan for each client based on:
- Your current financial situation, including assets, liabilities, and future earnings
- Expected critical financial events for which you want to prepare
- Your comfort level with risk
- Your financial history and your aspirations for the future
Based on this portrait, together we will help design a wealth management plan encompassing investment strategy, retirement planning, education funding, and address any estate planning needs with a qualified estate planning attorney.
Wells Fargo Advisors Financial Network and Florham Park Wealth Advisors, LLC are not legal or tax advisors. You should consult with your attorney, accountant, and/or estate planner before taking any action.