WCA SPONSORED FEE ONLY FINANCIAL PLANNING
Discounted planning for county employees and elected officials
- Fee only approach to ensure independent advice
- Module by module planning allows each client to customize a financial plan to meet their specific needs
- Independent securities research with no proprietary interests
Cash Flow Planning Modules
Financial Independence
- Retirement Income Projection
- Pension Projection
- Social Security Projection
- Short Term Healthcare Cost Estimates
- Sick-leave Conversion Calculation
- Income Tax Projection
- Tax Distribution Strategy
Investment Allocation
- Current Asset Allocation Analysis
- Investment Benchmark Evaluation
- Cost Structure for Current Portfolio
Long-Term Care Analysis
- Health Care Cost Estimate
- Discussion about Family History
- Cost Projections Based on Estate
