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Financial Planning

At VenWealth, we pride ourselves on working closely with you to create a tailored financial plan that will provide clarity, confidence, and conviction in your financial future.

Identifying Financial Goals and Financial Why?
Determining the wealth you’d like to build and the impact you want to have with it.

Cash Flow and Debt Analysis
Examining how cash is generated over time and how it weighs against current debt.

Retirement Planning
Understanding what your ideal retirement looks like and how to prepare for a successful retirement.

Tax Planning and Strategies
Developing a plan of action to minimize the impact of taxes.

Employee Benefits Optimization
Reviewing and maximizing the potential of the benefits provided by your employer.

Estate Planning
Establishing the most beneficial strategy to provide for your loved ones.

Insurance Review
Having a thorough look at all of your insurance coverage to ensure that you are protecting yourself in the best way.

Investment Planning
Identifying and assessing any threats to your capital and how best to manage investment risk.

College Savings Planning
Coming up with the best course of action to take to lessen the financial stress of higher education. 

Investment Management (Optional)

Investment Philosophy:  

We believe in a goal-based long-term ‘stay the course’ asset allocation approach to investing client assets. Our recommendations will be well-diversified within each major asset class: US stock, international stock, bonds, and real assets such as real estate or commodities.

We aim to achieve a successful investment outcome by applying a disciplined, data-driven research process and by utilizing cost-efficient index investments.

Investment Process: 

1. Research
Continuously research past, current, and future economic indicators to identify the most optimal investment solutions.

2. Investment Selection
Thoroughly vet and identify proven investment solutions with an attractive long-term track record to consider incorporating into client portfolios.

3. Monitor
Regularly monitor client portfolios to assess the state and health of the client’s investment strategy.

4. Review and Rebalance
Make adjustments over time, as the client’s specific situation evolves and as market conditions change.

5. Manage Tax Implications 
Ensure that tax-efficient investments are taking place.