Financial Life Planning

placeholder.jpgFinancial Life Planning is about connecting your financial capital with your life goals. At SoundView, we manage wealth in the context of each client's personal values and priorities. Our relationships often go beyond discussions of financial matters, to helping our clients live their lives to the fullest.

Our desire at SoundView Advisors is to be a proactive, professional resource for our clients in all areas of their finances. A few examples of the topics we cover are included below. 




Portfolio Management & Investments

  • Strategic Asset Allocation & Rebalancing
  • Fund Manager Research & Selection
  • Tax Efficient Asset Location & Income/Loss Planning
  • Liquidity Management
  • Education Account Management

Retirement Funding & Sustainability

  • Establishing Sustainable Lifestyle Targets
  • Defining Savings or Distribution Policies
  • Setting Accumulation Goals
  • Evaluating Ability or Need to Adjust Investment Policy
  • Balancing Long-Term and Near-Term Priorities

Risk Management & Insurance

  • Survivorship Planning & Life Insurance
  • Income Protection & Disability Insurance
  • Long-Term Care Planning
  • Home, Auto, & Liability Insurance
  • Asset Protection Issues

Estate & Contingency Planning

  • Integrating Lifetime & Estate Goals
  • Ownership & Beneficiary Designation Oversight
  • Planning for Incapacity
  • Ethical Wills
  • Wealth Transfer & Estate/Gift Tax Planning

Cash Flow & Tax Planning

  • Taxable Income Projections & Planning
  • Employee Benefits & Health Insurance
  • Annual Cash Flows in Major Categories
  • Accumulation & Savings Strategies
  • Portfolio Withdrawal Strategies

Educational Funding

  • Primary, Secondary, & Higher Education Funding
  • Evaluate Education Funding Options

Social Security Claiming Strategies

  • Spousal Benefits
  • Survivor Benefits
  • Optimal Benefit Analysis

Major Goal Funding Strategies

  • Home Purchase/Refinance
  • Debt Repayment
  • International Travel

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