Antoine Orr

Plancorr Wealth Management offers a variety of financial planning services, including:

• Investment Portfolio Cost-Benefit Analysis and Recommendations: Determines if costs and fees are greater than expected earnings and recommends lower-cost alternatives.
• Investment Portfolio Risk-Management Analysis and Recommendations: Determines if the portfolio aligns with risk tolerance and recommends alternative strategies.
• Insurance (disability and long term care) Analysis and Recommendations: Determines the appropriate amount of insurance needed and explains policy benefits.
• Life Insurance Needs Analysis and Recommendations: Determines the appropriate amount of life insurance coverage needed and performs a cost-benefit analysis.
• L.I.F.E. Loan System: Determines whether to use whole life insurance policy loans, rather than a bank loan or personal savings, to finance major purchases.
• Annuity Cost-benefit Analysis and Recommendations: Determines the all-in fees and investment risk of current or proposed annuity.
• Financial Advisor/Planner and Brokerage Account Contract Review: Reviews and analyzes current contracts.
• Budget/Cash-Flow Analysis: Evaluates monthly expenses in relation to monthly income.
• Accelerated Debt Reduction Strategies: Determines the most efficient method of paying off all debt.
• Mortgage Affordability Stress Test: Determines the maximum non-mortgage debt payments a homeowner can afford.
• Financial Institution Stress Test: Determines whether a financial institution is capable of meeting financial obligations.
• Retirement income planning: Determines the annual after-tax dollar amount needed to meet retirement lifestyle expectations.