642ADVISING

At 642ADVISING, We simply believe you deserve better

When implementing a comprehensive financial plan the complexities need to be implemented and adapted over time.
 
Many things in your life, business, family, and the economy change in a year.
 
How we stay on target, implement solutions, monitor progress, and alter your plan as needed is with scheduled & consistent communication. This is the core of 642ADVISING.
 
642ADVISING
Annual Communication Plan

 

6 - The 6 Areas of Financial Planning

 

 

  1. Financial Position
  2. Protection Planning
  3. Investment Planning
  4. Tax Planning
  5. Retirement Planning
  6. Estate Planning

To build your plan focused on the 6 areas of financial planning we will:

  • Explore - Uncovering and understanding your needs and objectives
  • Solve - Our team will analyze findings and design holistic solutions
  • Collaborate - Review solutions with you and agree upon a strategy

4 - Q.U.I.C. Reviews

 

 

  • 4 scheduled emails followed by a phone call of about 20 minutes to go over "Q.U.I.C. Review” focused on any Questions, Updates, Ideas, Concerns about your financial plan, that both you and your planner may have. We'll then discuss your comprehensive investment performance for all account holdings.

2 - Plan Reviews are face to face

 

 

  • The mid-year progress report: about 1 hour consisting of: Financial Position, Net Worth, Cash Flow, Debt, Protection, Savings & Investments.
  • The comprehensive annual review: about 2 hours going over: prior year, strategizing for next year, analyze and design new solutions, implementing any major changes.

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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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