Financial planning encompasses more than retirement accounts and stocks. At Networth Advisors, we focus on five key areas to support a full financial life. This short video outlines how our holistic process gives clients greater clarity and long-term confidence. Watch now to learn more!
Transcript:
When most people hear the term financial planning, they tend to think of two things: retirement and investments. When in reality, there’s a lot more to it than just that.
That’s right, Matt. There’s more to your financial profile, including taxes, income, healthcare, and estate planning. And at Networth Advisors, we refer to this as our holistic financial planning approach. It isn’t just about one single area of concern, but, rather, how all those areas fit well together.
And no two clients have the exact same needs. Every plan must be unique. In our experience, that’s the best approach.
And so at Networth Advisors, we really believe there’s five key areas that everybody needs to plan for. The first area is income planning. How can you stretch your income so that your savings last longer? After income, there’s the investment side of things.
Obviously, with the ups and downs of the markets, how do we make sure that your money is working well for you the most efficient way possible? Tax planning is also a major concern for many of our clients, including in retirement planning. Networth Advisors helps develop strategies for paying taxes on retirement income, so nothing takes you by surprise.
And there’s also the healthcare and Medicare side of things, right? How to make sure that your money is protected from these unnecessary risks by having a sufficient plan in place. And, finally, we handle legacy planning so your loved ones can live comfortably after you pass on, according to your wishes. These areas typically include life insurance and estate planning.
And we found these five areas give our clients the best opportunity to achieve their goals, both in the short term, but also for the long term.
Exactly. And, you know, at Networth Advisors, we believe we need to do more than just be competent financial advisors. We need to be partners with our clients at a local level and serve our community as well.
You’re right. And to do that, we have multiple different offices throughout the Pittsburgh area, down in South Point, out east in Monroeville, and then up north in the Wexford area. So sitting down in our office allows us to create more of that connection one-on-one with our clients so we can do a better job serving them.
And that’s how our holistic financial approach works best, by covering taxes, income strategy, legacy planning, Medicare and estate planning. We help our clients establish a workable plan and give them more confidence in their financial futures. That’s not where it ends, right? After we take the time to build the plan out for you, that’s where the real work begins.
Making sure it changes as your life changes and it reflects what’s kind of going on in the world. Absolutely. And if you’re ready to learn more and interested in taking the next step and working with Networth Advisors, we’re ready to get underway.
Absolutely. And to talk with one of us one-on-one, give us a call at 724-746-3585. Send us an email to schedule@networthadvisorsllc.com or feel free to visit our website at networthadvisorsllc.com.
