HOW CAN WE HELP?
With Astral Wealth we help you create a financial legacy not just for your future but also the generations forward. We look at areas where you’re already spending money, your budget, retirement and saving plans and offer you better plans that are superior for you and your family in every way shape and form. We have a in house Design team which is a combination of over 200 years of experience
Every client is unique, so there is no one-size-fits-all product offering at Astral Wealth. Once you speak to a Licensed Wealth Executive and you have a chance to talk, you can figure out which of the following services will provide you with the guidance you need to get on the pathway to a great Financial Future..
Astral Wealth helps individuals, families and businesses on ways to grow their wealth and achieve their financial goals. Through our five-step process, we will explore the options currently available to you and build a custom wealth plan designed for your unique situation.
Discover your needs in life and identify future goals. Explore and discuss uncommon financial strategies that fit your unique situation.
From our findings, our advanced wealth design team and I will craft a customized wealth plan for you and your family entitled, Your Personal Wealth Report; outlining areas for improvements and tax diversification.
After the detailed presentation, there may be an area where more time will need to be spent based upon your level of understanding. This step assures your certainty and confidence with the custom wealth plan and allows for any adjustments to be made – if necessary.
Once your confirmation and signature is in place, your plan gets sent to our back office for a thorough review. All medical exams, insurance contracts, redirecting activities, and other necessary steps are completed to set your wealth plan into action.
On your anniversary date (date policy became effective), we will schedule an annual review to go over your plan; making sure you are on pace with the goals we established in prior discussions. This meeting is also meant to assess your current situation to see if anything has changed.
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