Financial Plans

"Planning is bringing the future into the present so you can do something about it now."  -- Alan Laken

We offer two basic types of plans -- comprehensive and specialty

Comprehensive Plans include:

• The goals you want to achieve - Every plan is based on your specific goals.

• An analysis of your current situation to determine any gaps you need to fill to accomplish your goals - We analyze each goal to determine what you need to achieve it, the difference or gap between what you currently have available and what you need to make your goals a reality, and develop a plan.

• Recommendations and action plans in the areas of cash management, investing, insurance, retirement and estate planning - Each plan includes recommendations and action steps you can follow to complete your goals. Once it's complete, you can take your plan and implement it on your own, with another professional, or we can help. The choice is yours.

          Plan costs range from $495 to $2,500

Specialty Plans may be customized to meet your needs in the following areas:

• Retirement

• College Planning

• Plans to achieve specific goals

          Plan costs range from $295 to $495

PS Worth, LLC is an advisory firm dedicated to providing financial services and products to help our clients manage the risks of everyday life, recover from the unexpected, live their best life now, and realize their dreams for the future.

Call (770) 495-0095 or email us for more information.