Understanding Your Needs
Taking the time to get to know you is a critical part of our process. Understanding your needs and goals allows us to develop a plan that you can follow over the long term.
Information Gathering
We can help you gather relevant information about your assets, liabilities, wills, trusts, insurance policies, and other pertinent information. We can also provide meaningful organization to your financial data to help bring comfort and security to your hectic life. Gathering the right information is an important step toward establishing measurable goals and determining solutions that meet your needs.
Analysis
We draw on years of hands-on planning experience to apply strategic insights tailored to your unique financial situation. We can help you analyze even the most complex situations and provide meaningful, easy-to-understand insight into your financial well-being. This plan can be modified over time to remain relevant to your situation—incorporating any necessary changes. We can also meet with your other trusted experts, such as your attorney and/or tax and trust advisors.
Your Financial Goals
The most common financial goals and needs we address include:
- Retirement Planning
- Education Funding
- Income/Cash Flow Projections
- Estate and Wealth Transfer
Financial Planning Services
Accumulation
- Investing Programs
- Benefits Optimization
Management
- Asset Allocation
- Risk Management for Investments
- Benefits Analysis Post-Retirement
Distribution
- Retirement Income Strategies
- Estate Planning/Wealth Transfer Strategies
- Philanthropic Giving Strategies
- Business Succession Strategies
- Will and Trust Reviews
Preservation
- Risk Analysis and Management
- Insurance and Capital Needs Assessments
- Wealth Transfer Planning
Financial planning is not a one-time conversation. It is foundational to our relationship, and your plan is continually updated as your life events, situations, or goals evolve. We work with you to adjust your plan as needed, examining all your assets and liabilities to ensure your plan works for you, whatever the circumstances.
What do clients have to say about financial planning at Janney?
“The planning process was simple and straightforward.”*
“My Financial Advisor updates my financial plan when I have experienced significant life events or other relevant changes to my situation.”*
“My Financial Advisor references my financial plan from time to time when making decisions about changes to my finances.”*
By establishing a relationship with us, we can build a tailored financial plan and make recommendations about solutions that are aligned with your best interest and unique needs, goals, and preferences.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
*2021 Aon Client Insights study.
