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Retirement, Education & Cash Flow Planning

Overview

Strategy, Smarts, Success—Your Wealth, Amplified

At Amplius Wealth, we believe the foundational piece to successful financial planning is the formation of a comprehensive cash flow plan, regardless of your occupation or stage in life.

Cash Flow Planning

A well-documented cash flow plan includes the following key planning items:

Retirement planning, and detailed income and withdrawal strategy
Education and college planning
Expense and savings analysis
Executive compensation planning
Business succession and liquidity events
Social Security and Medicare
Major expenses (new home, new car, renovations, travel, luxury purchases)
Liquidity solutions, loan analysis
Philanthropic initiatives
Gifting to family members
“What-If” scenarios and stress testing

We believe all of these important components, amongst others, are covered by thoughtful, thorough cash-flow analysis.

Traditional financial goals that follow the doctrine of, “How much money will I need, and when, for my [fill-in-the-blank] needs or goals?” fall under cash flow planning.

For these reasons, cash flow planning should be the first step in building a documented financial plan. This sets the table to inform all parties what can be amended, reduced, saved, etc. It informs the most basic questions around emergency savings targets, maximum retirement spending, to more complex questions around how and when to exercise Incentive Stock Options, or how much to consider for a Roth conversion in specific years.

It informs all parties of the short and long-term ramifications of financial decisions made now and in the future.

Other Ways We Can Help

We can help.

Let our team of fiduciary financial advisors guide you towards protecting, growing, and transferring your wealth. Contact us today to get started.