When it comes to Investing for your Best Interest Tom Stefaniak, CFP® strongly believes in financial planning. Every client of Pinnacle Wealth Management has an opportunity to create a personal Wealth Plan which gives you the ability to take an in-depth look at your financial life.
Pursing True Wealth by Creating Your Personal Wealth Plan:A Wealth Plan is an excellent tool to help you take a look at where you currently stand while helping you to understand what needs to be done to work toward your goals. Wealth Plans start with a detailed look at your assets, liabilities, income and expenses. From there, our team designs a Wealth Plan that analyzes your income and expenditures to identify where you are now and what steps need to be taken in order to help you work towards your future financial goals. We provide regular reviews and modifications, to help ensure that your Wealth Plan is current and dynamic.
Guiding You in Pursuit of Financial Independence:If you cannot imagine driving to an unknown destination without a road map, then why drive towards your retirement without a Wealth Plan? Our Team will help guide you from where you are now to where you want to be by analyzing and projecting your financial health all the way through retirement. A Wealth Plan does not just track your finances; it also tracks your life. You can digitally store your important information in a secure Online Vault that is easily accessible to you.
Determining Your Family Index Number:What is your Family Index Number? Your Family Index Number is the necessary rate of return on your portfolio assets in order to maintain resources during your anticipated lifetime. At Pinnacle Wealth Management, we will determine and track your Family Index Number to help you work toward your goals and objectives.
Knowing this number will not only assist you in your quest to attain true wealth, but it will also help you to manage the risks of the ups and downs of the market. Let us do some of the planning for you so you have more confidence in your future. When you look back on your life, we want you to say, “I’m glad I did,” not “I wish I had.”