We are Process Oriented
At WCA we follow a process-oriented approach in order to assure we cover all the important areas in your financial life.
Financial Planning Areas
We have extensive expertise and experience in each of the major financial planning domain topic areas.
We specialize in creating the most effective investment management approach to help you reach your objectives.
We ensure you’re covered against unforeseen events that could derail your financial strategy.
- Retirement, Insurance, and Benefits Consulting
- Non-Qualified Executive Compensation and Benefits
- Executive and Key Person Retention
- Buy-Sell and Succession Planning
- Valuation Consulting
- Risk Management and Mitigation
- Cash Flow Analysis and Modeling
- Capital Structure Analysis and Planning
The Planning Process
- Define your goals, needs, and objectives
- Define scope of the engagement
- Provide and discuss relevant personal and financial information
- Analyze and evaluate data
- Develop and present recommendations
- Implement recommendations (client decision)
- Meet 2-4 times per year to monitor and update plan
Investment & Risk Management
- Goals assessment
- Risk reduction / hedging
- Asset allocation
- Account aggregation
- Tax-loss harvesting
- Investment monitoring
- Disability Income Insurance
- Life Insurance
- Long-Term Care Planning