Financial Planning

Acumen Wealth Advisors is committed to understanding what is most important to our clients and their legacy.  We have invested in dynamic software to help deliver comprehensive financial planning alongside our asset management services.  Providing financial planning helps deliver goal-based investing decisions and illustrates potential outcomes.  We believe financial planning also aids in focusing on the long term and can help clients make informed decisions.  Acumen understands financial planning is a verb and not a noun and we engage our clients as their plans are executed and evolve.

Our team, including a Certified Financial Planning (CFP®) professional, concentrates on strategic areas of financial planning including:

  • Financial statement preparation and analysis
  • Recommend a customized asset allocation strategy based on specific investment objectives and a risk analysis
  • Review and update estate panning instruments
  • Retirement planning
  • Income Tax Planning
  • Insurance Planning 
  • Executive Benefits Planning

Interactive Relationship with all Advisors

Acumen Wealth Advisors: Your Comprehensive Advisor

Financial Planning Elements

We focus on each client’s unique circumstance and realize these needs evolve over time.  To meet these challenging responsibilities, Acumen’s approach is tailored to each client.  For clients who choose to leverage our financial planning capabilities, our team works to:

  • Understand and prioritize goals and objectives.
  • Analyze and develop a summary of the current financial situation and discuss relevant issues.
  • Review current investment portfolio and develop an asset management strategy.
  • Identify tax planning strategies to optimize financial position.
  • Collaborate with our clients’ other trusted advisors including attorneys, trustees and accountants to coordinate their comprehensive strategy.
  • Present a written financial plan to be reviewed in detail with executable steps for clients.
  • Monitor and track progress utilizing innovative software.

Our team’s goal is to be attentive, listen to what our clients’ want, reconcile steps needed to work towards their goals and help them feel understood.  We help educate and thoroughly explain details, so clients feel more involved and engaged in investment decisions.  We encourage you to reach out to our team, so we may help you plan and protect your legacy.

“Long range planning does not deal with future decisions but with the future of present decisions.”
Peter Drucker

AcuPlan powered by eMoney

AcuPlan powered by eMoney is comprehensive financial planning software offering our clients both goals-based and cash flow-based analyses, and projections.  AcuPlan offers clients a real-time, on-demand financial experience.  Powerful data aggregation connects all our clients’ accounts for a consolidated view of their complete financial picture.  Our clients can see the big picture with a comprehensive look at assets both managed at Acumen and held elsewhere.

Additional highlights of AcuPlan include:

  • Dynamic goal planner to help visualize your goals and demonstrate the effects of multiple planning scenarios.
  • Unlimited document storage to digitize and store important documents.

Stay Informed/Schedule a Meeting

Acumen believes in the value and power of education.  We routinely deliver relevant information to our clients, so they can make informed decisions on important financial matters.  One of Acumen’s educational tools is our newsletter, Market Insights.

We encourage you to sign up for Market Insights to stay up to date with changes in current economic conditions and learn more about our firm’s perspective and investment strategies. You can also schedule a meeting to discover ways we can help you and your family.