Complimentary Financial Review2019-11-14T15:38:10+00:00
Round Table Wealth Management
Complimentary
Financial Review

In celebration of our 20th anniversary as part of the Westfield community, we are extending a Complimentary Financial Review to qualified Westfield area residents. This is the perfect time to get your financial house in order before the New Year begins.

A COMPREHENSIVE REVIEW HELPS YOU ACHIEVE YOUR GOALS 

Benefits of a Financial Review

  • Determine if you are on track to meet your goals
  • Develop a comprehensive plan
  • Stress test your portfolio from a risk and volatility perspective
  • Ensure you have a tax-efficient strategy in place
  • Instill confidence in your financial decision making
  • Gain overall peace of mind

Financial Topics for Review (Items to Bring)

  • Investment Portfolio Review (Brokerage Statements)
  • Estate & Legacy Planning (Wills & Estate Documents)
  • Tax Planning & Strategy (Most Recent Tax Return)
  • Cash Flows (Past Financial Plans)
  • Insurance Review (Insurance Policies)
  • Retirement Planning (Qualified Retirement Plan Documents)
  • Philanthropy