Fee Based Financial Planning

Fee-Based Financial Planning: A Personalized Roadmap to Your Goals

Your life's aspirations are unique, but achieving them often requires clarity and expert guidance tailored to your specific needs. At Savannah Wealth Group, our seasoned financial planners possess the knowledge and resources to develop and implement a comprehensive financial plan - a well-organized roadmap to help you realize your goals as your life evolves.

A Collaborative, One-on-One Approach

Through a collaborative, one-on-one relationship and a concise process, your financial planner will help you unlock the full potential of your financial future. We begin by taking a personal, in-depth look to understand your specific goals, priorities, and circumstances. Based on this understanding, your planner will engineer a customized plan employing strategies to:

• Achieve a balance between your current lifestyle and future expectations
• Minimize tax impact on your portfolio
• Empower you to make informed decisions about your finances

Your plan will address the six key areas of financial planning, each impacting your overall financial well-being:

1. Financial Position

We'll review your current financial position, including your balance sheet, cash flow, debt management, and savings, to ensure they align with your goals.

2. Risk Management

Protecting your assets and income from potential risks is crucial. We'll assess your insurance needs, including life, disability, long-term care, and liability coverage.

3. Tax Planning

Developing tax-efficient strategies can help you keep more of your hard-earned money and achieve your financial objectives more effectively.

4. Retirement Planning

We'll help you determine your retirement income needs, develop a savings and investment plan, and navigate complex decisions around Social Security, Medicare, and distribution strategies.

5. Estate Planning

Proper estate planning can help you transfer your assets according to your wishes, minimize taxes, and protect your legacy for future generations.

6. Investment Planning

Your investment strategy will be tailored to your risk tolerance, time horizon, and goals, with a focus on diversification and asset allocation.

A Long-Term Partnership

The relationship you forge with your financial planner is for the long term. As your life changes, so will your plan. We are committed to a shared mission of helping you navigate life's transitions and achieve your vision of financial success.

CRN202202-259498