Albany Financial Group
80 Wolf Road
Having a solid financial plan in place is the cornerstone of building the appropriate investment portfolio to help you pursue your individual goals. Using WealthVision, we design a customized comprehensive financial plan for you. This wealth management software, powered by eMoney, allows clients to conveniently access their profile to track the health of their financial plan using a customizable client dashboard. Through Wealthvision, we are able to visually show you the impact of any major life decision, giving you the comfort you need to move forward with your goals and aspirations.
With WealthVision, we'll help you see all of your financial assets and liabilities in one clear snapshot. You will be able to build in various scenarios so that you can accurately plan for your future. Together, we update this plan annually and with any major life changes.
Here are some of the areas we look at:
- We listen to your financial concerns and objectives.
- We analyze your personal situation with your values in mind.
- We propose realistic financial strategies.
- We review your progress toward your objectives.
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