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PWM
Home
About Us
  • Our Firm
  • Blog
Our Clients
  • Executives
  • Business Owners
  • Health Professionals
  • Legal Professionals
  • Professional Athletes
Our Services
  • Wealth Planning
  • Investment Management
  • Private Banking
  • Virtual Family Office
  • Robo Portfolios
  • Workplace Accounts
  • Faith-Based Investing
  • Seminars On Call
Our Advisors
  • Sean Polley
  • Greg Kite
Client Portals
More
  • Home
  • About Us
    • Our Firm
    • Blog
  • Our Clients
    • Executives
    • Business Owners
    • Health Professionals
    • Legal Professionals
    • Professional Athletes
  • Our Services
    • Wealth Planning
    • Investment Management
    • Private Banking
    • Virtual Family Office
    • Robo Portfolios
    • Workplace Accounts
    • Faith-Based Investing
    • Seminars On Call
  • Our Advisors
    • Sean Polley
    • Greg Kite
  • Client Portals
  • Home
  • About Us
    • Our Firm
    • Blog
  • Our Clients
    • Executives
    • Business Owners
    • Health Professionals
    • Legal Professionals
    • Professional Athletes
  • Our Services
    • Wealth Planning
    • Investment Management
    • Private Banking
    • Virtual Family Office
    • Robo Portfolios
    • Workplace Accounts
    • Faith-Based Investing
    • Seminars On Call
  • Our Advisors
    • Sean Polley
    • Greg Kite
  • Client Portals

Financial Plans

Looking for a one-time plan?

We provide the option to purchase just one, or several, different individual financial plans.

Portfolio Review

Total Financial Plan

$3,497.00 +

This comprehensive financial plan includes all financial plans for every aspect of your financial life.

Investment Analysis

$997.00

Research and evaluate investment portfolio allocation and risk level.

Financial Blueprint

$497.00

Visualize your net worth. Visually view all household assets, insurance policies and trust-owned assets in one snapshot.


Portfolio Review

Retirement Income Plan

$2,497.00

Questions about how to safely generate income in retirement? Create a tax smart optimal retirement income plan.

Social Security Plan

$747.00

Not sure when to start Social Security and how to optimize your earnings? Create a Social Security Maximization Plan.

Retirement Analysis

$997.00

Are you currently on track to retire and not run out of money? Create a retirement analysis to see your probability of success.


Tax Planning Analysis

$2,497.00

Frustrated with taxes? Let's see if there are opportunities to reduce taxes with a tax planning analysis.

Business Valuation

$4,497.00

Estimate the current value of your business based on your financial performance and operating practices. 

Estate Plan

$1,997.00

For married and single, includes Will(s), Power(s) of Attorney – Finances, Advance Health Care Directive(s)/Power(s) of Attorney for Health Care, and HIPAA Release(s). 

Contact us to discuss by phone or video, your choice, we are flexible.

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Polley Wealth Management

250 North Orange Avenue, Suite 1116, Orlando, Florida 32801, United States

PH: 407.337.1085 Toll-Free: 844.337.1116

Hours

Open today

09:00 am – 05:00 pm

Copyright © 2025 Polley Wealth Management LLC - All Rights Reserved. 

 Services are offered through Polley Wealth Management LLC, a Registered Investment Adviser and independent financial advisory firm, headquartered in Orlando, Florida.

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