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Financial Planning


At Broadway Wealth Management, we know that good money management is key to helping and serving family, friends, and those in need. Our wealth planning advisors thrive on assisting clients in pinpointing their financial goals and devising a clear plan to help address them.

Financial Planning Services

We offer our clients a holistic financial planning approach to help them maintain overall financial health and accomplish multiple (and competing) financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring.

Investment Management Services

We understand your many investment needs and utilize timely and appropriate wealth management strategies to pursue both short and long-term goals. We are commited to a fiduciary standard and provide comprehensive and independent advice, putting your needs and best interests first.

Financial Planning Costs

Premier & Business Plan


“Take complete control of your wealth, your business, and your family legacy.”



4 Planning Meetings/Year


✓ Business Planning

✓ Stock Option Analysis

✓ Income Tax Planning

✓ Advanced Estate Planning

✓ Wealth Transfer Scenarios

✓ Donor Advised Funds

✓ Charitable & Planned Giving

✓ Family Financial Education

✓ Generational Wealth Services

✓ Consulting

✓ +Comprehensive & Essential

Premier & Business $9,375*

Comprehensive
Plan


“Retirement, wealth management, and income strategies for you and your loved ones.”


2 Planning Meetings/Year


✓ In-Depth Retirement Planning

✓ “What if” Scenarios

✓ Detailed-Cash Flow Planning

✓ Net Worth Statement

✓ Multiple Goal Analysis

✓ Risk and Insurance Analysis

✓ Roth Conversion Review

✓ Basic Estate Planning

✓ Education Planning

✓ Online Experience

✓ +Essential

Comprehensive $6,250*

Essentials
Plan


"Get organized and set a course for your financial future.”



1 Planning Meeting/Year


✓ Goals and Values Review

✓ Investment Portfolio Review
✓ Beneficiary Review

✓ Social Security and Medicare

✓ Retirement Snapshot

✓ Behavioral Financial Coaching

✓ Goal Monitoring

Essential $3,125*

Generational Wealth Services


For partnerships and current clients with over $1 million in assets with us, we offer reduced costs on financial planning, plan renewals, and investment management services for clients and their family members, including parents, siblings, and adult children.


Complimentary Consultations

Pension Options: Lump Sum vs Monthly Payments

Social Security & Medicare Benefits

Roth IRA Strategies

Sudden Wealth Strategies: Inheritance, Lottery,
Settlements, Sports & Entertainment Contracts


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