I, Robert J. Coady of WealthMark Advisory Group, LLC offers financial planning services for my clients.
I will prepare a digital or written financial plan for all financial planning clients. This plan considers all of your assets, liabilities, goals and objectives.
Also, the plan includes gathering all information necessary to provide you with appropriate and agreed upon services, which may include the following:
Investment Policy Statements
Capital Needs Analysis (Goal Funding)
Employee Stock Option Planning
Risk Management (Life and Disability Insurance)
Budgeting and Cash Flow Planning
Disability Planning and Income Protection