Financial Planning
Exclusive for Police Officers
Did you know that most Americans don’t have a dedicated financial advisor to help them through life’s toughest challenges?
Americans may feel they don’t have the financial resources or are unsure who they can turn to for guidance. Investment and financial advice should be available to everyone.
You deserve an affordable model to take control of your financial health and get support in creating a plan for your future. Start simple and adapt as your life and financial situation become more complex.
Choose an affordable fee-only yearly percentage or monthly subscription plan and get organized on one financial platform so that your complete financial picture is available at your fingertips.
Assistance in this process of aggregating your financial accounts on one site that can be updated daily via mobile device or computer
Efficiently track expenses and investments.
Online document storage vault and monthly videos and newsletters to keep you updated on the economy, the markets, and landscape shifts.
Most importantly, one-on-one support and advice.
A Certified Financial Planner™ is available to listen and collaborate to design a customized plan– from basic budgeting or cash flow discussions to ‘what if’ scenarios– to address your financial aspirations and concerns.
All of our plans help clients get organized on one financial platform so that their complete financial picture is available at their fingertips.
- We assist them in this process of aggregating their financial accounts on one site that can be updated daily via mobile device or computer.
- We help them efficiently track expenses and investments
- We provide an online document storage vault and monthly videos and newsletters to keep clients updated on the economy, the markets, and landscape shifts
- And most importantly, we provide one-on-one support and advice with their CBA team
- The CBA team is available to listen and collaborate to design a customized plan– from basic budgeting or cash flow discussions to ‘what if’ scenarios– our experienced team can help address client’s financial aspirations and concerns
Included in the Plan:
- Build a personalized plan with a dedicated CFP Advisor.
- Digital financial plan
- Retirement savings projections
- College planning
- 401(k) review and analysis
- Maximize social security
- Portfolio risk analysis
- Tax Planning
- Retirement income planning projections
- Estate plan review
- Insurance analysis
- Debt repayment planning
- Advice on saving for a major purchase
- Planning collaboration with your attorney and accountant
- Business Planning
- Asset management fee discount
- Professional support team
- Virtual calls with the team
