Comprehensive Wealth Management Consulting

Today, making the best financial decisions is more complex than ever before. The countless resources that claim to provide simple solutions to your problems may compound an already confusing situation. Often, actions and decisions in one area have impact and consequences in another. 

Norton Financial Consultants provides an organized and sequential way of prioritizing your goals, determining an appropriate course of action in pursuit of your goals, and implementing your financial plan.

Our customized wealth management plans include:

• Goal Focused Planning - keeping a balance between current and future financial security
• Cash Flow Planning - Making wise use of income, identifying capacity to save and invest overtime
• Risk Management and Insurance - Access the appropriate form and kind of insurance: life, disability, long-term care, Medicare
• Fee Based Investment Strategies and Portfolio Management – Aligned with your investment objectives and time horizon
• Tax Aware Accumulation and Distribution Strategies – Strategies to manage tax liability and help reduce its impact over time
• Executive Compensation and Employee Benefits - Retirement plan options, executive stock options, deferred compensation, and employer-provided benefits
• Estate Planning - Give you more control over your assets during your life, and guidance on the transfer of wealth on your terms
• Planning for Business Operation and Succession Strategies - Strategies for saving taxes and targeting wealth
• Educational funding - Planning and preparing for college expenses
• Life Events and Special Needs Planning Strategies – Planning strategies for surprises and special circumstances in life