Financial Planning

Client Centered

At Randy Neumann Wealth Management, we focus on helping you work toward achieving your short- and long-term financial goals—such as the opportunity to travel, a chance to develop new skills, the option of turning an interest into a business opportunity or leaving a full legacy to your children. We implement a clear, thorough and customized planning process to help you pursue your financial objectives for yourself or for your business.

Retirement planning is the process of gathering information about your current financial situation and your future goals and putting this information in a useful, written format that will serve as a blueprint for making sound financial decisions.

Financial planning often addresses:

  • Taxes
  • Cash flow
  • Investments
  • Retirement needs
  • Risk management
  • Estate planning

Once your financial plan has been established, the next step is implementation. We’ll coordinate with outside specialists, such as lawyers and accountants, throughout the implementation process to make sure that each aspect is evaluated and addressed by a qualified professional. Outside providers of professional services are neither affiliated with nor endorsed by Randy Neumann Wealth Management or LPL Financial.

Business financial planning seeks to maximize the benefits of the company to its owners and employees. We can help you identify which areas pertain to your business and how best to handle them, including:

Buy-Sell and Business Succession Planning

  • Death
  • Disability
  • Retirement

Employee Benefits

  • Life insurance
  • Health insurance
  • Disability insurance
  • Long-term care insurance

Retirement Plans

  • Pension plans
  • Profit sharing plans
  • 401(k) plans
  • SIMPLE plans
  • IRAs and SEPs
  • Deferred compensation