Financial Planning and Consulting

Financial planning and consulting will provide the recommendations and alternatives you need to achieve your personal and financial goals. We look at your entire financial situation and design an action plan that will work towards your ultimate financial success. Our financial consultants have years of experience in handling all types of financial situations. We will look at your:

  • Assets
  • Liabilities
  • Cash flow
  • Estate plans
  • Insurance coverage
  • Employer benefits
Financial Planning Consulting

What Should You Expect from Our Financial Planning and Consulting Services?

Your advisor is certified and trained in providing a combination of financial planning and wealth management. We will design a customized plan that fits your needs and objectives. Our financial planning and consulting process includes the following:

  • Our advisors will gather data, personal information, and your goals. Our team will create a list of documents you need to provide for our records. As a team, we will work with you to define your financial goals and prioritize your personal and financial objectives.
  • We analyze and evaluate. Your financial planner will analyze all the information you have provided and get a good perspective of your financial situation. We will evaluate your options and create a plan to meet your goals.
  • We present our recommendations. We will give you all the information you need to understand your options and make an informed decision. We’ll discuss your questions and concerns. If needed, we will revise your recommendations. If everything is understood and in order, we will move on to the next step.
  • We will implement your financial plan. We can implement your recommendations ourselves or help you do it yourself with our support along the way.
  • We will monitor your plan. We will decide what type of monitoring your financial plan will require. Our team will monitor your progress as defined by our agreement. We will meet with you periodically to discuss your progress and make any adjustments that are needed.

Comprehensive Financial Planning and Consulting Services for a Secure Future

At O’Connor Portfolio Management, we provide our clients with comprehensive advice that considers all aspects of your finances. We balance your family needs with your personal finances and set you on the path towards your future goals. Our financial planning and consulting services will detect your financial risks, provide a solution that meets your needs, and identify opportunities to enhance your finances.

Do you want to enjoy your life without the worrying about your financial health? Our advisory services will provide you the information and recommendations you need to take the first step towards your financial goals.