Life-Focused Wealth Planning
Every client has a story and it is our responsibility to discover that story and build a plan around that story. Our advisors are like the financial director coaching our clients through the movie of their lives.
Financial coaches need to know where our clients want to go, the settings that the next scenes will play out in, who the supporting cast is, and ultimately, how they want this story to end. Money is tied to this story, whether it be the story of the past, the present or the future.
Life-Focused Wealth Planning is the foundation of what we do at Polley Wealth Management. Throughout life we pass through many transitions and life stages. Getting started in your career, starting a family, established in your career and starting to think about retirement planning or in retirement? Financial planning is important and the earlier you start, the better.
We realize that every life stage brings different priorities and challenges. Our advisors are more than just "money experts". We listen to our clients and learn about their values, current circumstances, and goals. By fusing together both the financial and emotional aspects of your life, we are better equipped help you.
We help clients through every stage of life because we make clients our focus, not their money.
Finding the right mix of happiness, meaning and psychological richness is an ongoing process. You might find that the emphasis you place on each shifts as you progress through various transitions in life.
Unbiased and Life-Focused Advice
Most traditional firms only get paid when you move your investments to their firm, which results in a conflict of interest. We believe the best way to deliver unbiased advice is to charge separate fees – one for financial planning and one for investment management.
Let’s discuss how our premier financial planning and coaching program, called Life-Focused Wealth Planning at Polley Wealth Management can help you align, and realign, your assets to these important goals every step of the way.
Wealth Planning Services
Bronze
Bronze
Bronze
Wealth Planning
that includes:
- Values, Purpose & Goals
- Personal Investment Strategy
- Major Purchase Planning
- Budget/Cashflow Analysis
- Debt Management
- Student Loan Management
- Continuous Access to Advisor
$125/month
Silver
Bronze
Bronze
Wealth Planning
that includes *Bronze plus:
- Risk Management
- Tax Planning
- Education Funding
- Workplace Retirement Account Review
- Retirement Planning
- Social Security Maximization
- Estate Planning
- Access to independent Legal & Tax Specialists
$300/month
Gold
Bronze
Gold
Wealth Planning
that includes *Silver plus:
- Cash Flow Analysis
- Asset Protection Strategies
- Business Retirement Plans
- Employee Benefit Planning
- Key Person Planning
- Valuation
- Business Continuation Planning
- Exit & Succession Planning
- Legacy Planning
$750/month
Change Your Financial Future
Learn more about our wealth Planning Services
Polley Wealth Management
250 N. Orange Ave., Suite 1116, Orlando, FL 32801
PH: 407.337.1085 Toll-Free: 844.337.1116
Hours
Open today | 09:00 am – 05:00 pm |
Copyright © 2023 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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