FINANCIAL PLANNING SERVICES

ADVANTAGES OF FINANCIAL PLANNING

What it is, who can benefit, and how Alaska Trust Company can help:

WHAT IS FINANCIAL PLANNING? Financial planning is the process of creating a plan for the purpose of identifying, preparing for, and achieving financial objectives. A comprehensive financial plan accounts for assets, liabilities, taxes, estate planning, and risk objectives. These are all combined to help plan for the inevitable events in life such as college funding, home purchases, and retirement.

WHO IS FINANCIAL PLANNING FOR? Financial planning is for virtually everyone. Whether you are an executive, business owner, entrepreneur, physician, or busy parent, you can benefit from having a financial plan. Just as the Chief Financial Officer (CFO) looks after the finances and wellbeing of a company, your financial plan and the Alaska Trust Company team will look after you.

HOW CAN ALASKA TRUST COMPANY HELP? Alaska Trust Company offers top-notch wealth management solutions, including complete financial planning. We have a highly dedicated team of specialists to help you through all your needs. Along with our team, Alaska Trust Company utilizes a state-of-the-art financial planning tool to facilitate planning. It is a sophisticated software program that offers:

  • Portfolio Analysis
  • Stock Option Planning
  • “6 Needs” Analysis Modules
    • Retirement
    • Life Insurance
    • Education
    • Disability
    • Long-term Care
    • Accumulation Analysis
  • Estate Planning
  • Standalone Retirement Income Tool
  • Personal Client Financial Home Page
  • Account Aggregation
    • Allows access to all financial information in one place
  • Online Vault
    • Online, secure storage to help keep track of valuable items
  • Customized Reporting

    • As your wealth increases, it takes more time to manage. This is where Alaska Trust Company can help. Creating a current, comprehensive plan will enable you to continue making knowledgeable financial decisions while providing you and your family the time and freedom to enjoy your wealth.