Financial Need Analysis
The system designed for you to reach your financial goals to continue to build your wealth!
Our Financial Need Analysis
Determine what your financial goals are and set a pathway to achieve them. Using a developed automated system, we outline the stages of value which include:
Preserving Estate or Legacy
Life Insurance Needs
Retirement Needs
Creating Capital
Diversification of Financial Portfolio
Reduce Income Taxes
Creating Wealth Transfer and Future Retirement Flexibility
Protecting Business Key Man Partners and Family
Developing Institutional Endowment Programs to Protect Future Legacy
So what is the plan?
Most business owners either have a plan they WANT, A plan they THINK they have or A Plan they ACTUALLY have
Our job is to identify that gap!
What To Expect During Your
Free Financial Planning Consultation
During the 30-60 minute phone conversation, We will dive into a conversation that allows us to get to know YOU! In addition to that, we will ask you a series of questions that will target specific areas of your finances. We will also allow you to ask us ANYTHING you need to know from how our process works to specific areas you are interested in targeting. The more information you’re able to provide, the better we can custom-tailor the answers to your questions!
After reviewing your current information, we will develop a customized plan for you to begin your financial journey!
The best part of the analysis, you will receive this FREE service, with no obligation or sales pitch. We at PTM would love the opportunity to get to know you and help you discover new financial freedom.
