Financial Planning
You’re happy with the success you’ve had so far, but more success brings choices with bigger consequences. No matter how close or far retirement may be, you need to feel confident in the choices you’re making today.
We’ll help you plan for today and tomorrow.
At Bannerman Wealth, we want to get to know you—your goals, dreams, and hopes—so we can build a plan that’s right for you. Together we will:
Develop a strategy to achieve your goals
Understand and diversify your investments
Plan for taxes
Meet regularly to remain on course
Financial planning can be complex and nuanced. That’s why we build easy-to-follow financial plans, not 300 page binders. Because you deserve a plan you can understand and implement.
Evidence-Based Investing
You’ve built a nice portfolio, but don’t know where to go from here. Is it diverse enough? Is your 401(k) working in your best interest? What happens when the market gets volatile?
We’ll help you make the most of your investments.
Using scientific research by Nobel Laureates, Bannerman Wealth will help you:
Analyze your overall financial position
Determine the rate of return you need to achieve your goals
Create a sensible, diversified investment plan
Follow up regularly to make needed adjustments
As fiduciaries who always act in your best interest, rest assured that we’ll help you choose the best investments for your unique situation without any conflicts of interest.
Risk Management
You’re not in this alone. No plan can give you peace of mind if you’re not sure you’re protecting the people and things you care for most.
We’ll help you plan for the what-ifs.
We’ll help you:
Choose the right solution for your needs
Make a plan for your loved ones
Coordinate with your other advisors
Stay up to date on your needs
Planning for the unexpected can be unnerving, but we believe that a protected plan is the best plan. Sleep better at night knowing that you’re ready for whatever life throws at you.