What is lifetime financial planning?
You may have read or heard about lifetime financial planning in some of the recent financial papers, but what does it actually mean?
Well here at RVW WealthCare the term lifetime financial planning means having an understanding of all the aspects of your current situation and then projecting your financial position into the future.
We use it to help you answer questions such as:
- When can I afford to retire?
- Will I have enough money to enjoy myself and look after my family?
- What do I need to do now to ensure I can enjoy my retirement?
- How much money can I pass on to my beneficiaries without jeopardising my future?
To help us project your future we use sophisticated cash flow modelling software and forward planning meetings to ensure you remain on track and achieve your objectives.
We look at the finer details of the solution, things like investment and taxation planning, whilst also keeping an eye on your legacy and inheritance planning needs. We take away as much of the administration burden and worry as we can, thus leaving you to do the things you enjoy in life.
As independent planners our job is to ensure you are placed at the core of the financial plan and any products or solutions recommended meet your needs. There is no one size fits all approach to lifetime financial planning as everyone is different. That is why we offer a truly bespoke service, tailored to the individual, delivered by some of the most qualified planners in the profession.
Looking after you and your financial planning needs is what we do best at RVW WealthCare. If you want to discuss how our lifetime wealth planning service can help you achieve your objectives, please get in contact with Steve or Adam.