Goal-Based Financial Planning Tailored To Your Needs

Financial Planning to Achieve Your Goals

The economic and political environment is ever-changing with laws and provisions that impact your assets, investments, health care, and insurance. At Prudent, we help organize and simplify your life through a financial planning process tailored to your goals.

Define Your Direction

Your Prudent advisor will help identify where you’re headed financially. We’ll work with you to gather the necessary information to begin planning. You’ll obtain a better sense of your current situation, and we’ll identify areas and opportunities that can enhance your financial outlook.

Establish Your Goals

Having defined your direction, it’s time to refine it. Your advisor will work with you to establish realistic and achievable objectives for you and your family. 

The financial planning process can be overwhelming. We’re here to guide you through these decisions, ensuring that all of your financial goals are accounted for. These goals may cover the following categories:

  • Retirement
  • Education
  • Significant Life Events
  • Travel
  • Insurance
  • Debt Elimination
  • Emergency Reserves
  • Asset Accumulation
  • Long-term Care Planning

Leverage Our Technology

Throughout the financial planning process, you’ll utilize our technology partner resources and other financial tools to update data or track your goals. Our online feature set includes:

  • Retirement Analysis
  • Education Planning
  • Social Security Modeling
  • Long-Term Care Insurance Modeling
  • Investment Sector and Style Breakdown
  • Tax Estimates
  • Budgeting

Protect Your Legacy Through Financial Planning

With your goals in place, our advisors will create and execute a financial planning process that extends the life of your assets and protects your legacy. For actively managed accounts our investment management team will:

  • Manage Investments
  • Monitor Legislative Changes
  • Provide Economic Market Commentary
  • Discuss Liquidation Tax Implications

Additional financial planning services may also address:

  • 529 Accounts
  • ABLE Accounts
  • Life Insurance
  • Long-term Care Insurance

Build Your Financial Planning Team

With 20 years of managing assets for trusts and estates, Prudent offers access to a network of attorneys, professional fiduciaries, and accountants you can trust. For those with existing networks, we’ll integrate our services as needed. We’ll help you coordinate:

  • Successor Trustees
  • Estate Administration
  • Beneficiary Assignment
  • Tax documentation
  • Trust and Estate Reporting