Timothy J. McNeely CFP CIMA

Sep 15, 2021

4 min read

What Is Wealth Planning, Really?

It can be all too easy to focus on just one aspect of your financial life — and in doing so, miss opportunities as well as incur unnecessary risk.

That’s where wealth planning comes in. Wealth planning is all about examining your full financial picture — not simply investments, although they’re included, but also your advanced needs. These might include wealth protection, tax mitigation, wealth transfer…