Financial Planning Office

Add to Favorites

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

Be the first to review!

CLOSED NOW

Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(307) 742-3999Call Visit WebsiteVisit Website Map & DirectionsDirections1267 N 15th St Ste 123ELaramie, WY 82072 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

More Info

AKA: Financial Planning Office Of McGann & Spitler
Other Link: http://www.thefpoffice.com
Categories: Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives, Wills, Trusts & Estate Planning Attorneys

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (307) 742-3999

Address: 1267 N 15th St Ste 123E, Laramie, WY 82072

Website: http://www.thefpoffice.com

People Also Viewed

View similar Financial Planning Consultants

Suggest an Edit

Financial Planning Office

Tax Planning
Charitable Giving
We will review your existing estate documents and discuss basic estate planning ideas with you in preparation for your visit to an estate planning attorney. If appropriate we will also provide you with advanced estate planning recommendations such as trusts and charitable gifting techniques to reduce your federal estate taxes. We will work closely with your attorney in preparing a comprehensive estate plan.
Estate Taxes
Tax Services
Roth IRA

Investment Management
Fees for investment management are percentage per year for assets under management or by contractual agreement for assets exceeding $100,000
Mutual Funds
Wealth Management is a combined financial planning and investment management service offered to clients with total investments over $100,000. These investments may include individual securities, mutual funds, retirement accounts, and annuities. The Wealth Management program provides you with a comprehensive personal financial plan and a custom designed investment portfolio. We design your investment portfolio using asset allocation strategies based on modern portfolio theory. Your unique investment plan will depend on your personal goals and risk tolerance. You will receive detailed quarterly reports providing performance information on every security. An annual fee allows you to call us or visit any time during the year in addition to regularly scheduled appointments.
Wealth Management
Initial Financial Planning includes the planning areas on the list below and covers all related meetings, research and staff time. This planning is conducted as a required preliminary step to Wealth Management Services. Initial Financial Planning Process...

Accounting Services

Financial Planning
Good financial planning is the first step towards financial security. During the initial meeting we will discuss your financial goals and concerns and determine how we can best meet your needs. We will then recommend the financial planning services that will help you achieve your financial goals.
Annuities
Long Term Care
We will discuss what you and your family will need in the event you were to die prematurely, become disabled, or need long-term care. We will then analyze whether you have the right amount of life insurance, disability insurance, and long-term care insurance. Your current insurance policies will be reviewed and evaluated.
Asset Management
If you select and manage your own investments, you may benefit from an asset allocation plan. Your current assets will be reviewed in light of your goals, time horizon, risk tolerance, investment returns, interest rates, and inflation. Each of your investments will be identified by asset class and the overall long-term return and risk of your portfolio will be estimated. Recommendations will be made on how your portfolio could be repositioned within asset classes to reduce your risk and improve your returns. Projections of the portfolio’s growth against your goals may also be included.
College Funding

View All Services

Provided by