Minsky Financial Group, LLC | Rockland, MA
How it Works
Engagement Options
Minsky Financial Group is proud to serve as a financial guide, offering a variety of personal and business planning services designed to help clients make wise decisions with their money. We understand that everyone has different financial planning needs, so we offer four levels of engagement:
I
Targeted
Solutions
This ad hoc consulting service is designed for individuals who would like to supplement a plan they already have in place, aren't ready for full financial planning, or prefer a DIY approach. We're here when you need us, and we'll help you choose the best solution(s) to meet your needs.
II
Foundational Planning
This service addresses key areas of your financial world to help you establish a strong financial foundation. We'll discuss where you are now and where you'd like to be, and we'll provide practical guidance about core financial strategies such as investments and risk mitigation to get you on the right track toward your goals.
III
Comprehensive Planning
Whether you're looking to optimize your business or personal financial landscape, comprehensive planning ensures no stone is left unturned. We go beyond foundational strategies and address each area of your wealth, bringing everything together into one cohesive plan that helps you accomplish your goals efficiently.
IV
Personal CFO Services
For business owners who want to tend to their wealth at every level, this elite service marries comprehensive business and comprehensive personal planning. We'll address the complexities that come with coordinating these two areas of your financial world, and we'll help you develop a plan to achieve optimal results in both your personal and professional life.
Suite of Services
Depending on our level of engagement, some of the services we cover may include:
Personal Planning
Net Worth Tracking
Cash Flow Analysis
Savings Strategies
Asset Protection
Insurance Planning
Investment Management
Retirement Income Planning
Estate & Trust Planning
Plan Coordination with Accountant & Attorney
College Planning
Strategic Tax Planning
Benefit Package Analysis
Gifting Strategies
Charitable Planning
Business Planning
Benefits Overview
Key Employee Protection
Key Employee Retention
Succession Planning
Retirement Plan Design & Audits
Retirement Plan Outline
Pension Plan Options
Non-Qualified Deferred Comp