Our Services
We provide holistic financial planning. What is holistic financial planning? Remember the song about how the “foot bone’s connected to the ankle bone; the ankle bone’s connected to the leg bone; the leg bone’s connected to…” Holistic financial planning recognizes that your investments are connected to your taxes which are connected to your estate plan which is connected to your insurance and so on. All these components need to be organized so as to work together to support your goals. At Colbert Wealth Management they take a holistic approach by considering the interactions of the many moving parts of a financial plan. “We plan for your goals”. They cover twelve different financial planning issues and put together a plan encompassing all relevant points:
- Budgeting
- Cash flow analysis
- Personal financial statements
- Saving & Investing
- Retirement accounts
- Life, Long term care, and disability Insurance
- Voluntary employee benefits
- Education savings
- Tax planning issues
- Estate Planning
- Retirement Income Planning
- Social Security Income Planning