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

Have A Plan

Be Diversified

Seek Counsel

Three Simple Principles

What is PlanAssist®?

Clear, Ongoing Financial Guidance Without Giving Up Control: As life gets more complex, so do your financial decisions—taxes, Medicare, Social Security, investing. PlanAssist® offers a structured way to get trusted input when you need it, without handing over the reins. You stay in charge. We help you make better-informed choices and keep your plan on track.

Make More Informed Financial Decisions

Have A Plan

Set Clear Retirement Goals.

Understand Cash Flow & Expenses.

Develop a Debt Reduction Strategy.

Estimate Insurance Needs.

Identify Initial Investment Priorities.

Click to Start

Be Diversified

Design a Diversified Portfolio.

Balance Growth, Income, and Safety

Integrate Tax Efficiency.

Coordinate Retirement & Non-Retirement Accounts.

Adjust for Life Events and Market Changes.

Click to Start

Seek Counsel

Schedule Personalized Planning Sessions.

Get Help With Social Security and Medicare Timing.

Review Risk and Portfolio Regularly

Talk With a Planner—On Your Terms

Enroll in Ongoing Oversight and Support.

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.