Is your plan a perfect 10?

If you are like the typical person, chances are you have paid attention to a few areas of your wealth management plan. You may have chosen to participate in your company’s 401(k) plan, and you may have your own IRA. But have you systematically pieced together all the various parts of your finances?

You’ve probably paid attention to your retirement plan, but most of us have more to think about than just retirement. Are you concerned about long-term care options for yourself or a parent? Are you looking for ways to lighten your tax burden? Do you need a strategy to deal with a disability or a protracted medical condition? Do you have children or grandchildren whom you’d like to help with college education costs? If you own a business, have you thought of a succession plan?

The more you think about it, the more complicated it seems to become. Trying to understand every aspect of wealth management can be overwhelming if you don’t have a system to assist you.

At PDM Financial Services, we work to help our clients thoroughly examine their financial lives using a system called the Method 10^TM. Method 10^TM  organizes the key wealth management issues you may face, and helps direct us to craft the solutions you need. Method 10^TM includes 10 elements that are vital to your financial well being:

Method 10^TM breaks down the complexity of a holistic wealth management plan into more manageable components. The non-hierarchical nature of Method 10^TM means that the first element we address is not pre-set—instead, we can analyze your situation, isolate the most urgent issue to address, and craft the solutions you need. And because the Method 10^TM elements are interconnected, addressing one element often provides insight into the next element to approach.

I invite you to schedule an appointment today so we can start working on your financial plan. Together, we can identify the areas of your wealth management picture that need the most work, and begin the process of crafting a plan that addresses all of your needs—holistically. Call us today. 

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC

Investment Advisory Services offered through 1st Global Advisors, Inc.

We currently have individuals licensed to offer securities in the states of CT, FL, MA, and NY. This is not an offer to sell securities in any other state or jurisdiction.