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420 Park Street, Suite 100, Belmont, NC 28012

704-266-5107
chad@seiglerfp.com

Our Services

We want to make sure that all aspects of your plan are coordinated properly. For an efficient strategy, it is the goal of our firm to provide holistic planning, making sure balance is achieved and each piece of the plan works in harmony.

BUDGETING

  • Review of cash flow
  • Creating a target for saving vs. spending
  • Planning for emergencies
  • Debt payoff strategies
  • Saving for big purchases and long-term goals

RETIREMENT INCOME PLANNING

  • Outlining what retirement looks like to you
  • Retirement projections including determining how much
    you will need to accumulate
  • Establish a plan to generate necessary income in retirement

INVESTMENT MANAGEMENT

  • Matching investments to your specific goals
  • Selecting risk appropriate options
  • Maintaining the right balance for your discussed goals, including liquidity and tax management
  • Review of employer retirement plans
ESTATE PLANNING
  • Review of recommended documents
  • Working with your attorney to help you stay on track with important documents
  • Proper titling and beneficiary designation in accounts and policies

RISK MANAGEMENT

  • Strategies to preserve and protect what you have accumulated
  • Analysis and review of insurance plans in place
  • Gap analysis for risks not currently covered

TAX ADVANTAGE STRATEGIES

  • Analysis of current and potential taxable and tax-advantaged
    investments
  • Asset review, including tax efficiency
  • Working with your tax professional

COLLEGE FUNDING

  • Determine the amount of assets to accumulate based on funding goals
  • Determine the amount to save periodically to meet goals
  • Compare different investment vehicles to use for college funding and recommend those most appropriate to your situation
  • Management of investments in order to implement your strategy




Click here to learn about our process

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