Acclaro and Families

Families face a balancing act when it comes to setting and meeting long term financial goals. The balancing act often involves retirement planning vs. college funding, plus the long term care of elderly parents. So if you feel overwhelmed and want to eliminate your financial anxiety, or you want to plan for your family’s financial future, then we are likely a good fit for you.

Our Personal CFO Service will help you define your goals and create a plan that can balance all of your families concerns. We have listed some, but not all, of the questions that families face:

  • What is the best system to keep track of your spending?
  • Are there tax advantages you are failing to take advantage of?
  • What is your investment strategy given your goals?
  • When should you start saving for college?
  • Is your current insurance coverage still adequate?
  • Do you need a will or a trust, or both?

To do this we develop a financial plan that often includes a review and recommendations on the following areas:

The Financial Plan Components

  • Cash Flow Management
  • Debt Management
  • Retirement Planning
  • Investment Portfolio
  • Personal Insurance Needs
  • College Expense Funding
  • Estate Planning

Financial planning is a lifelong process that requires ongoing review. This is why it is so important that we develop a trusting relationship with you. As your financial partner we will provide you with educational tools and will serve as your sounding board to help you make more informed financial decisions.

Acclaro provides our Personal CFO Service as a standalone service or in conjunction with ongoing investment management.