planassist the financial roadmap in florida,USA

Planassist financial roadmap planner in winterr garden,Florida

What Is Your
Retirement Number?

Simplify Your Financial Life with PlanAssist®

Too many choices. Too much jargon.
Planning your financial future shouldn’t be this confusing—or expensive.

PlanAssist® was built to fix that.

We offer structured, ongoing financial guidance that’s easy to understand and act on—without the high fees or complexity. Whether you’re planning for retirement, investing, or just getting started, we simplify the process using three proven principles:

Have a plan. Be diversified. Seek counsel

With PlanAssist®, you’ll get:

Step-by-step planning for investing, retirement, Social Security, and taxes.
Clear support tailored to your goals.
Ongoing access to trusted tools and financial professionals.

PlanAssist® helps you take control of your money with clarity, structure, and confidence—so you can focus on living, not just planning.

Work With a Certified Financial Planner®(CFP®)

SCHEDULE A CALL

Practical

Emotional

Mathematical

Three Simple Principles

What is PlanAssist®?

Provides professional input while allowing you to stay in control: As we build our wealth and age, financial decisions become more frequent. Questions about our taxes, Social Security, Medicare, investments, etc. are more common and connected. PlanAssist® provides a simple way to get your financial questions answered with confidence.

Add PlanAssist® as an employee benefit, offered at a discounted rate with three or more enrolled employees. They can pay for it themselves, or you can provide it for them.

Make Better Financial Decision

No Cost

Build Your Own Plan

Retirement Age & Income

Debt Plan and Strategy

Insurance Plan

Investments Plan

Click to Start

Build With a Person

Personalized Financial Roadmap

Social Security & Medicare

Taxes & Asset Allocation

Live Person to Ask Questions

Click to Start

Plus

Invest and Build

All Planassist Points

Detailed Reports

Risk Assessment

Regular Reviews

Personalzed Input

Click to Start

planassist retirement plan for scuring your future

Financial Roadmap

Advice on how and what to adjust in order to stay on track.

Snapshot - Stay on Track
Update to Date Balance Sheet
Income/Expense Monitoring
Investment Allocations - Risk/Quality/Liquidity
Tax Liability & Allocation Management
Guardrail Planning Principles
401(k) Allocation Tool
Financial Stress Test - Six Areas Tested
Medicare Planning
Social Security Timing Reports
Review Lifestyle Protection Plan

Asset Allocation Plan

In this three-bucket approach, the first bucket is the NOW BUCKET. These funds are in your checking, savings, short-term CDs, etc.

The second bucket is the SOON BUCKET. These investments are invested conservatively with minimum volatility. This is the bucket of money you will need sooner, rather than later for income and known expenses.

The Soon Bucket will buy you a time horizon to confidently invest the remaining amount of your money in the third bucket, the LATER BUCKET, for long-term growth.

Here’s how it works. We want to determine three allocations:

planassist bucket plan - asset allocation

Our Process Makes Getting Financially Organized Simple…

Introduction Call / Q&A

Enroll & Implement

Introduction call and Build a Here - There plan with time for Q&A.

NO COST OR OBLIGATION

Discuss implementation, complete Schwab signup & CWC Forms, introduce online tools

planassist service at winter garden florida usa

Follow Up

Align on to-do list, follow up and leverage online tools

"Everything should be made as simple as possible, but not simpler."

Albert Einstein

This is where our name comes from...

Trivia

Core Satellite Investment Strategy

The Core Portfolio: This is the 'steady' part of your portfolio, made up of a broad, diversified range of investments that aim to closely track the market's performance. It's built with a long-term perspective, spread across multiple asset classes (like stocks, bonds, resources, real estate), and it's typically managed by a professional who can make sure it's regularly reviewed and rebalanced.
The Satellite Portfolio: This is the 'active' or 'adventurous' part of your portfolio, where you can try out individual stocks, sector-specific investments, or other more speculative investments. You might use this part of your portfolio to take on higher risk for the potential of higher rewards, or to pursue investments that align with your personal interests or values.

Overall, the Core Satellite Investment Strategy aims to enhance your personal wealth by having a well-managed core portfolio alongside satellite investments. The Core Portfolio provides predictability and participation in the market, while satellite investments offer additional opportunities.