Online Financial Consultation Services
The Pennsylvania clients will receive online guidance that provides the client with financial advice and investing help to answer the client’s specific financial questions and objectives. Based on the client’s needs, financial consultation services generally include the following:
Establishment of objectives, which may include:
· Scoping the problem
· Framing the economic impact
· Analysis
· Delivering appropriate action items
Online Financial Planning & Administration Services
Clients in Pennsylvania will receive an online report that provides the client with a financial plan designed to help achieve the client’s stated financial goals and objectives through fundamental investing. Based on the client’s needs, financial planning services generally include the following:
Establishment of objectives over relevant timeframes, which may include:
· Retirement objectives
· Philanthropy
· Estate planning
· Wealth transition
· Marcellus Shale
· Other related issues
Online Wealth Management Services
WealthPenn's investment advisory services to Pennsylvanian clients take into account a client's personal financial circumstances, investment objectives, and tolerance for risk (e.g., cash-flow, tax, and estate).
Providing assistance in reviewing the client's current investment portfolio against the client's personal and financial circumstances as disclosed to WealthPenn in response to a questionnaire and/or in discussions with the client and reviewed in meetings with WealthPenn.
Analyzing the client's financial circumstances, investment holdings and strategy, and goals.
“More is not better. Better is better”
― Alex Steffen