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Wealth Accumulation Planning

Wealth Accumulation Planning (comprehensive and modular financial planning) provides education and solutions for your financial planning challenges. The process is simple.

  • Your financial advisor/investment advisor representative explores your concerns through a series of goal setting meetings, gathering information on your current situation, the strategies you already have in place, and clarifying your objectives.
  • From these interviews, your financial advisor prepares a statement of net worth and a goals report. This provides a starting point and sets the objectives for your personal financial plan.
  • Your financial advisor will then begin to analyze strategies and alternatives to meet your specific concerns and prepare a Plan Draft for your review. Your accepted strategies will be consolidated into the Final Plan which outlines these strategies and the effects on your financial outlook.
  • Your Final Plan includes an execution list detailing the changes that need to be made to achieve your objectives. Recommendations will not specify any one company, plan, investment, agent, lawyer or consultant.
  • If you choose, you can ask your financial advisor to help implement your plan apart from your relationship with AFA. See the firm’s ADV Part II for details.

Allegiance offers comprehensive financial planning including all of the following or modular financial planning to address one or more of the following:

  • taxes and cash flow,
  • accumulation/education funding,
  • retirement distribution planning,
  • risk management/insurance planning,
  • investment planning,
  • estate planning, and/or
  • retirement planning.

Please read our Form ADV Brochure, Brochure Supplement, Form CRS for more information on our services and fees.

Securities offered through Osaic Wealth, Inc. (RAA), member FINRA/SIPC.  Investment advisory services offered through Allegiance Financial Advisors, Inc.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.