Financial Planning

Financial planning process web

At Kassouf Wealth Advisors, we value the personal relationships we have with our clients. We believe clients need unbiased and objective advice. We assist clients in organizing their financial lives by setting goals, developing strategies to pursue those goals, implementation of strategies, and monitoring progress. Planning is a continual process that adjusts and changes throughout a client’s life.

Kassouf Wealth Advisors follow a disciplined and holistic approach to financial planning to develop a plan based on the client’s financial realities and ultimate goals.

Wealth Enhancement

  • Retirement Planning
  • Asset Allocation
  • Tax Planning
  • Education Planning
  • Cash Flow Planning
  • Debt Reduction Planning

Wealth Protection

  • Insurance Needs
  • Review current insurance including life, disability, health and long term care
  • Review property and casualty insurance

Wealth Transfer

  • Business Succession Planning
  • Asset Ownership and Devise
  • Estate Tax Minimization
  • Will and Trusts
  • Gifting Strategies