WealthCare360™

WealthCare360™

2,500.00

Through a series of planning meetings, WC360tm clients develop a clearly-articulated vision for themselves that serves as the foundation of their client experience.  Once these goals and vision are established, we create a specific roadmap and personal strategy for achieving these dreams.

Going forward, The Johnston Group acts as a personal board of advisors, providing advice and counsel. The Johnston Group acts as an ongoing fiduciary to its WC360 Clients. We are committed to implementing and monitoring your customized financial strategy, making adjustments along the way as life changes unfold. WC360 Clients have access to The Johnston Group's full complement of resources and services, including:


PLANNING SERVICES
+ Annual Client Reviews
+ Focused Retirement Planning
+ Review & Consulation of Employer Benefits
+ Other Planning Goals (education, charitable, etc.)

INVESTMENT MANAGEMENT
+ Comprehensive Portfolio Construction
+ Quarterly Portfolio Reviews
+ Ongoing Research & Analysis

RETIREMENT PLANNING
+ Focused Retirement Plan with Specific Savings / Investment Targets
+ Full Review & Consultation of Retirement Accounts & Employer Benefits

INCOME TAX PLANNING
+ Develop Overall Tax Strategy
+ Coordinate Tax Return/Projection with CPA
+ Tax Efficient Investment Portfolio

INSURANCE / RISK PLANNING
+ Full Insurance Needs Analysis
+ Coordinate & Implement Overall Protection Plan
+ Ongoing Monitoring and Review

ESTATE PLANNING
+ Review of Estate Plan & Beneficiary Designations
+ Wealth Transfer Strategies & Implementation
+ Annual Review of Documents

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