Financial Planning

OUR APPROACH

For over 35 years, North Bend Wealth Management has specialized in providing comprehensive wealth management services to individuals, families and business owners. Our team is committed to serving our clients as unique partners, requiring individual solutions and well thought out strategies to empower them to make their own decisions. Above all else, we value the relationships and trust that we build.

GETTING YOUR FINANCIAL HOUSE IN ORDER

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. As a fiduciary, we also provide personalized and independent advice, putting your needs and best interests first.

View our FINANCIAL PLANNING packages & prices below:

Get organized and SET A COURSE for your financial future

Investment Review
Retirement Planning
Beneficiary Review
Social Security and Medicare
Analysis
Goals and Values Review
Behavioral Financial Coaching
Goal Monitoring
Meetings: Annual

Initial Plan: $600

comprehensive approach to fully evaluate & prioritize your finances

Essential Plus:

Online Experience
Net Worth Statement
Detailed-Cash Flow Planning
“What if” Scenarios
Multiple Goal Analysis
Education Planning
Risk and Insurance Analysis
Roth Conversion Review
Basic estate planning
Meetings: Annual

Initial Plan: $2,500

Take complete control of your financials & build your legacy

Advanced Plus:

Wealth Transfer Scenarios
Family Financial Education
Stock Option Analysis
Charitable Giving
Business Planning
Income Tax Planning
Advanced estate planning
Meetings: Annual

Initial Plan: $5,000

BUILD YOUR OWN FINANCIAL PLAN

While many clients choose from one of our planning packages, we recognize that you may desire more customized support. We are pleased to offer ala carte planning services at $300/hour. Depending on your situation and needs, feel free to choose from the topic areas listed in the packages above, or choose your own focus area. Hours will be estimated and proposed on a project-by-project basis, prior to the start of any work.

INVESTMENT MANAGEMENT SERVICES

- Portfolio Review
- Investment Selection
- Rebalancing
- Gain/Loss Harvesting
- Time Horizon Analysis
- Risk Tolerance
- Asset Allocation
- Research

BOOK AN INTRODUCTORY CALL with one of our experienced advisors today!

TAD WILSON

Email: Tad@NorthBendWealth.com
Call/text: 681-588-5148

Or click the button below to book an appointment!

Schedule an appointment

MARC DECICCO

Email: Marc@NorthBend Wealth.com
Call/text: 681-588-5149

Or click the button below to book an appointment!

Schedule an appointment