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10004 West 190th Place, Mokena, IL 60448

708.719.1229
william.flowers@lpl.com
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Services

At ARROW Wealth Planning, our service starts with comprehensive financial planning. During our discovery meeting, we take the time to understand your goals, values and full financial picture before making any recommendations — because no two clients are the same.

Through careful analysis and due diligence, we tailor personalized strategies and recommend solutions only when they align with your long-term objectives. Once implemented, we monitor your portfolio and, through proactive and meaningful contact, we update you and make adjustments as your life and the markets evolve.

What is Financial Planning?

Financial planning involves looking into all aspects of a client’s financial picture and advising them on how to pursue their goals. We aim to balance the needs and wants you have today with those in the future. Typically, there are several topics and questions clients look for guidance on.

Retirement Planning

  • How much money do I need to live comfortably in retirement?
  • When should I claim social security?
  • How do I plan for retirement healthcare costs?

Investment Management

  • Am I taking the right amount of risk in my portfolio?
  • Do I own the right investments based on the current markets?
  • Is my rate of return enough to address my goals?

 Financial Planning

  • How much should I keep in an emergency fund?
  • How do I create and maintain a budget
  • Am I paying down my debt efficiently?

Taxes

  • Is there anything I can do to reduce my income taxes?
  • Is my portfolio optimized for current and future tax rates?
  • Do tax-sensitive investments make sense for me?

Risk Management

  • What are the “blind spots” that could derail my financial goals?
  • How can I protect my assets from unexpected events?
  • What strategies can I use to minimize potential risks in my financial plan?

Insurance Planning

  • How do I protect my family if I die or become disabled?
  • Does long-term care insurance make sense for me?
  • What type and amount of insurance coverage do I need to adequately protect my financial future?

Estate Planning Strategies

  • Have I named the proper beneficiaries on my accounts?
  • What is the difference between a will, trust, and power of attorneys?
  • How can I ensure my estate passes effective to the people or organizations I care about?

Education Planning

  • How much do I need to have saved up to pay for my child’s education?
  • What accounts and investment vehicles
  • Can I use to grow a college nest egg?
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Let's Start Your Financial Plan Today

Let's Start Your Financial Plan Today

Are you ready to feel confident about your financial future? Schedule an appointment to discover what it feels like to have a plan that brings you closer to your target.