Our Offerings
at Radius Wealth Management
The solutions we provide are designed to lead you to a successful retirement. Whether you’re currently retired or preparing for your next chapter or you have a few decades to go, our team will develop a personalized plan that addresses the goals and helps you realize them.
Our Capabilities:
Investment Planning
Retirement Planning
Income Planning
Risk Planning
Cash Flow Analysis
Estate and Trust Planning
Education Planning
Gift Planning
Tax Planning
Investment Management
Unique financial planning process
We utilize a unique and comprehensive financial planning process. Rather than overloading you with too much information, we break out meetings into 3 shorter meetings so that our plan is more understandable. This allows for reports to be updated as your situation changes.
First
We will perform preliminary analysis after our initial meeting when all of the information is gathered. We will then populate this in our various financial planning technologies and prepare reports for the initial meeting.
Next
We will review our analysis with you via zoom and mailed reports. This is a preliminary step where we will break down your financial picture so you can understand your net worth and initial retirement picture. We will then offer suggestions for improvements and see if there are any other items needed to be addressed. Depending on your comfort and desires for how precisely everything is broken down, we will go to the third step which may include more comprehensive planning or simply more high level planning if a less comprehensive approach is desired.
Third
Our financial plan now moves to the step of a more comprehensive step that is performed on Emoney or if a more high level plan is pursued with Riskalyze. We will have a third meeting to review everything that we found and to review the changes made and how they change your retirement picture. From there, we plan for future meetings if it is needed.
Our Financial Planning Technologies and Tools
Financial planning software
Portfolio risk and retirement analysis software
