Featured Programs
Advice for Life
HOLISTIC APPROACH TO LIFE PLANNING
“No matter where you are in life—just getting started or winding down a successful career—you have goals and dreams. Advice for Life is a process—a journey, really—that you and I, as your financial guide, will undertake together.”
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A SYSTEMATIC LIFE PLANNING APPROACH
Advice for Life is a methodical four-step process that we have implemented successfully for clients with wide-ranging experiences, hopes and dreams. This life-goal approach to planning seeks to reflect all your priorities and specific life circumstances through four key stages:
Before we get down to crunching numbers we will talk about the things that are most important to you—family, community, pastimes, church. I’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now.
Based on what we discuss in the discovery phase, I will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. I will consider the financial implications for each goal we discuss and construct the framework for a plan that supports them.
A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase I will recommend specific solutions to help match each of your goals. This is where we implement your customized plan.
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Just when you make plans, life happens—and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. I’ll help you plan for the unexpected, anticipate change and adjust your plans over time, as necessary.
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Please click here to request free information about Advice for Life (an Associate will contact you within 24 hours)
WealthVision
What if you could see your entire financial picture at once; a place where you could view all your financial accounts, tax and legal documents updated and organized, accessible anytime you want? What if you could see a daily snapshot of your insurance planning, education goals or perhaps your track to retirement?
GOOD WEALTH MANAGEMENT is pleased to introduce you to WealthVision, an easy-to-use platform that offers an aggregated and comprehensive view of your financial portfolio, as well as features that enable complete financial planning. WealthVision is a web-based application, easy to use and easy to set up, and is now available to our valuable clients.
- Please click here to request a Free CD and brochure, or click here to watch a short video about WealthVision.
- Is WealthVision for you? Would you like a complimentary analysis? Please click here to request a free “test drive.”
Long-Term Care Insurance
Long-term care insurance is designed to provide benefits related to a variety of long-term care situations including: cognitive impairment, long-term physical disability, activities for daily living, home health care, respite care, adult day care, care in a nursing home, and care in an assisted living facility.
In many cases, Medicaid does not pay for Long-Term Care. Currently, Medicaid pays for only a portion of all nursing home care and for some home care and community based services; however, in order to qualify for Medicaid assistance, an individual must meet federal and state guidelines for income and assets (typically, the individual must deplete their own assets prior to receiving Medicaid benefits. In addition, there are certain rules for assets that have been transferred to others prior to receiving Medicaid assistance.)
The cost of long-term care insurance can vary from issuer to issuer, and the cost is typically a function of: age, health conditions, benefit amounts, maximum length of paid benefit, elimination period, and inflation protection. As a general rule, the younger the policy owner the less expensive the policy premium.
Please click here to obtain a FREE QUOTE and personalized analysis; there’s absolutely no obligation to purchase.
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