The diligent and determined process of accumulating and creating wealth throughout your professional career
The skillful transition into retirement and managing wealth throughout retirement to enjoy a secure and sustaining income stream
The coordination and preparation for estate control, family protection, and sharing of assets through legacy goals
As the framework of investment, asset allocation is the primary driver of your portfolio’s return and volatility. Our advisors guide you through in-depth risk and return modeling to ensure your investment portfolio’s asset allocation is precisely structured to meeting your objectives.
Wallington serves as an advocate and trusted partner throughout the estate planning process. Whether your estate intentions include gifting to heirs or charities during or after your lifetime, we work in coordination with estate attorneys and other trusted partners to ensure your legacy goals are maximized. We also serve as a wholly independent aid in evaluating trusted professionals, assisting to ensure the partners you choose align with your philosophy and goals.
Wallington’s tax-aware Wealth Management services extend beyond tax-efficient management of investment portfolios. From quarterly projections and payments to early distribution schedules and other tax-advantaged strategies, we work in coordination with accountants and other trusted partners to maximize your net financial picture.
You have worked and saved diligently to achieve success. Wallington serves as a trusted partner in analyzing and implementing strategies to protect your family and assets from catastrophe. From life, property and casualty, disability, and other personal and business coverages, our independent advisors work in coordination with outside agents to ensure you receive appropriate, cost-effective coverage.
- Investment Policy Formulation
- Asset Allocation Benchmarking
- Risk/Return Profiling
- Net Worth Assessment and Composite Portfolio Structuring
- External Account Review & Analysis
- Retirement Savings Schedules and Projections
- Education Funding
- Social Security Optimization
- Independent Insurance Analysis and Recommendations
- Tax Considerations and Planning
- Estate/Legacy Consultation
- Coordination with Trusted Advisors
- Class Action Litigation Filing
Your Financial Plan begins with our advisors learning more about your future financial goals and where you are in your journey to achieving them. We evaluate your life stage, assess your net worth, analyze your cash flow, and conduct tax analysis.
Family protection allows you to secure your family’s financial future in the event of critical illness, long-term disability, or death. We help you create plans for emergency cash reserve funding, insurance protection, and long-term care, and review your estate documents and beneficiary designations.
It is critical to identify realistic goals and objectives and set specific funding plans to achieve them. In this step, we guide you through retirement planning, education planning, specific needs analysis, and optimization of retirement income sources such as Social Security.
In this phase, we identify your estate and legacy aspirations and establish the steps to meet them. The legacy planning process includes coordinating with trusted advisors, controlling estate transfer taxes, and providing creditor protection for heirs.
Goals and objectives are not always easy to identify or quantify. These could include or incorporate your vision, values, hopes, dreams, family, health, relationships, career, lifestyle, and mindset. Your revelations to us are important as they form the foundation of a well-conceived strategy.
First Step Toward
Request a complimentary consultation to ask questions and discuss your financial concerns with one of our seasoned advisors.