WealthPlan 360 Service Platform

 Financial Planning* with Integrated Service

WealthBridge Advisors is a broad based financial consulting firm.  We combine an experienced financial planning team with an extensive service platform to create a unique planning experience for our clients.

We invite you to review our Service Platform summary below:

The following three planning components integrate 4 custom reports within Guidance, Planning, and ongoing Tracking. 

Guidance

We start with a complete, objective review of your current situation covering your financial independence goals, investment plan, tax and liquidity plan and estate and asset protection plan.  We provide you with a personal planning index that establishes a benchmark for monitoring improvements, successes, and growth.

An analysis of your wealth is completed.  We then establish an action list and assign tasks to be completed.  Our focus is placed on the areas of highest impact and we work together on making improvements with a goal of increasing your index score.

Organization and Planning

We establish your personal and secure website.  Here you will have your investment accounts aggregated and key documents can be stored and accessible anytime online.  Financial planning and modeling is performed using your current and updated asset values.  This provides you with an active plan that integrates your retirement, investment, tax and estate plans.

A financial independence study is completed, and your Financial Independence Tracking Report is modeled and integrated

Tracking

Our integrated platform tracks your investments and updates your reports.  A Financial Consulting Analyst reviews the data quarterly, updates and monitors cash flows, transactions and performance.  This oversight provides important accountability and the data is shared between the reports creating consistency.

Contact WealthBridge Advisors today and plan to take control of your Financial Future