Comprehensive Financial Planning Financial decisions are life decisions, which can sometimes seem overwhelming. As we work together to create a financial plan, you’ll see a broader view of your financial picture that will help define what your current and future goals should be. Financial Planning can help you to achieve several or all of the following objectives: Define your financial goals and prioritiesImprove your cash flowAccumulate assets and help them growAchieve more effective tax planningOptimize your insurance coverageMaximize your retirement incomeDetermine proper Asset AllocationFeel secure about your financial futureCFP® Certification: The Standard of ExcellenceMany of our team members have expertise in financial planning and are CERTIFIED FINANCIAL PLANNER ™ (CFP®) professionals who can help you manage your finances and put a plan in place for the future. Only a select group of planners have met the rigorous education, examination, experience and ethics requirements (set forth by the Certified Financial Planner Board of Standards) necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals. CFP® certification is a symbol of the certificant’s knowledge and credibility among his or her peers; and indicated his or her status as a qualified, trustworthy financial planner. WEALTH MANAGEMENTThe independent advisors at Albany Financial Group take a personal and proactive approach to financial planning and wealth management. We begin by learning about what’s most important to you. From there we are able to develop truly customized strategies for managing your wealth that align with your goals and objectives. We don’t just create a plan and hand it over—we take the time to educate you on your financial situation, the opportunities you have, and the pitfalls to avoid. Our firm is uniquely positioned to cater to your needs in these and other areas:INVESTMENT MANAGEMENTRisk tolerance determinationAsset management strategiesPortfolio diversificationPRE- AND POST-RETIREMENT PLANNINGRetirement income planning401(k)/403(b)/IRA optionsTraditional and Roth IRAsSocial Security planningINSURANCE PLANNINGAsset-protection strategiesLife insurance analysis and reviewDisability insurance analysis and reviewLong-term care insuranceEDUCATION FUNDINGEducation strategies for accumulationInvestment strategies for funding529 plansESTATE & LEGACY PLANNINGEstate planning document(s) reviewWealth transfer strategiesPhilanthropic planningCharitable trust strategiesPrivate foundationsTrust management servicesSERVICES FOR BUSINESS OWNERSCorporate retirement plansSEP IRAs/SIMPLE IRAsExecutive compensation plansBusiness succession planningKey person insuranceAs needed, we can engage with strategic partners or work with your existing team of professionals to bring additional insight to your business direction. Contact us for more information Name Email Address Phone Question Thank you! Oops!