Life comes with changes. The financial plan we help you design must be flexible to keep up with those changes.
Our once-a-year Annual Review package is designed to keep the key elements of your financial plan up to date, including:
- New home purchase – Options for purchasing a new residence (including cash flow and tax analysis)
- Rental property analysis – Assessment of your rental cash flow and rental tax analysis
- Roth conversion analysis – Exploring benefits of converting non-Roth accounts into Roth IRA accounts
- Job changes – Analysis to determine advantages/disadvantages of major career change
- Single or dual income analysis – Review of possible benefits of living on single income, including update of cash flow, tax and retirement analysis
PWR also offers affordable hourly financial advisor services, enabling you to focus on specific areas of financial planning most important to you.