Financial Checkup

Many individuals today are very proactive when it comes to their health – getting annual physicals from their physicians and making adjustments in their diet and exercise regimes in order to life a long and healthy life. It’s equally important to protect your finances so you will have the resources to enjoy life to its fullest.

Scheduling a Financial Checkup with the Wealth Management Group at ORBA gives you the peace of mind you are doing everything possible to ensure you, your family, your business and others you care about are protected.

What’s A Financial Checkup All About?
ORBA’s accountants and financial planners help you better understand your entire financial picture. We explore your goals, your lifestyle and your current and future obligations. Working hand-in-hand with you, we design an individualized roadmap that puts you on the right course. We look at everything that impacts your finances – from incomes and obligations to investments and insurance.

Retirement planning is typically the ultimate goal of many of our clients. But even if you have a plan in motion, such as participating in your company’s 401(k) plan, it’s important to have an unbiased advisor to rely on. ORBA provides the expertise you need to ensure you have all aspects of your financial situation in focus and are pursuing your goals with the prudence, flexibility and objectivity required to achieve them.

Not only do we work with you to create a plan based on your current situation, but our advisors are also here to evaluate your progress and help make any adjustments along the way. While planned changes are reason enough to reassess your financial plan, it is even more important to schedule a Financial Checkup when an unplanned or unexpected event occurs.

When Should I Schedule a Financial Checkup?
Even if you have embarked on a financial strategy to reach your goals, a Financial Checkup with one of ORBA’s experts is recommended if you experience or anticipate any of the following major life events:

  • Marriage
  • Homeownership and other major purchases
  • Divorce
  • Children
  • Death of spouse or family member
  • College expenses
  • Major health care expenses
  • Special needs children and adults
  • Elder care responsibilities
  • Employment or income changes
  • Inheritances
  • Insurance payments
  • Social Security eligibility/payments
  • Lottery winnings
  • Changing business obligations or ownership changes
  • Stock market or economic changes
  • Legal or financial obligations
  • Retirement

We will help guide you through the critical steps needed to ensure you have the right strategy in place and are informed and up-to-date on tax, investment and income considerations that may impact your situation.

Wealth Management ServicesFinancial Checkup

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ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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Forward Thinking
Forward Thinking