Financial Planning Services

Why Private Asset Management?

Private Asset Management, Inc. recognizes that each individual is unique and so are their financial plans.  Our team of Certified Financial Planners (CFP®) work closely with our clients to gain a clear understanding of their current financial position, as well as their financial goals. 

These financial plans aim to ensure the individuals are on the right path for success and not taking any unnecessary risks.  Furthermore, our planners work closely with a client’s portfolio manager to develop an individualized portfolio, which is custom tailored to match the individual’s unique financial plan.   We believe this team approach is one of the key determinants of success.

Our Financial Planning Services

Private Asset Management, Inc. offers its clients the opportunity to work with one of its Certified Financial Planners (CFP®) to develop a holistic financial plan in order to understand their current financial position and the steps necessary to achieve short-term and long-term goals. Some of the topics that are generally addressed include the following:

• Ensuring your money will last during retirement.

• Handling the inheritance of a large sum of money

• Addressing life’s changes - marriage or divorce, and/or planning for the birth or adoption of a child

• Strategies to maximize Social Security benefits

• Addressing the unexpected - financial crisis such as a serious illness, layoff or natural disaster

• Caring for aging parents or a disabled child

• Coping financially with the death of a spouse or close family member

• Buying, selling or passing on a family business

By planning for these items early, our clients can maximize one of the greatest assets and predictors of success, that asset is TIME. It is important to understand that financial planning is not a product, but rather a process. The development of a plan is just a snapshot in time and needs to be periodically updated and monitored to address all of life’s changes.