At Alliant Wealth Advisors, we help you to safeguard and build wealth, and use it to create the secure, fulfilling life you envision. Financial planning is a basic, effective tool in this process.
A complete financial plan helps you to clarify your goals and lays out a path to achieving them. Financial plans also help you to keep the big picture in mind so that you can avoid impulsive mistakes and stay on track toward your objectives. Among the areas our plans address:
- Determining your goals.
- Calculating their cost.
- Saving/investing to achieve your goals including retirement.
- Identifying insurance needs including life, disability and long-term care.
- Funding college education.
- Maximizing Social Security claiming.
- Minimizing taxes.
- Estate planning to efficiently transfer your wealth and avoid estate tax.
Our financial planning process also determines your investment time horizon and your comfort level with taking on market risk. That information helps us to craft investment strategies that are custom-tailored to you.