Financial strategies to help you thrive

Financial Flyover™

This package is complimentary

Our Financial Flyover™ is designed to assess your financial needs and determine the best approach to achieving your goals.

A Financial Flyover™ includes:

  • Broad review of your finances, concerns, strengths, and weaknesses
  • Complimentary session with Ione Feedback and guidance on areas of concern
  • Helping you determine if your needs mesh with Ione Financial Partners™’ Core Competencies
  • Helping you determine whether or not a Deep Dig Financial Plan™ or another service is appropriate

When you request your own complementary Financial Flyover™, we’ll send you a list in advance of items to bring so that we can make the most of your Financial Flyover™.

Request Your Financial Flyover™

Deep Dig Financial Plan™

This package is available for a fee

A Deep Dig Financial Plan™ is a deep analysis of your finances and a written report. We collect more detailed information from you and are able to do a more thorough analysis, providing the most complete picture of your financial situation.

Depending on your needs, a Deep Dig Financial Plan™ can include:

  • Cash flow and balance sheet analysis
  • Long-term (to age 99) analysis and projections as well as a “What If?” analysis on your major areas of concern
  • Retirement analysis and planning
  • Other investment goals
  • Investment analysis
  • Estate planning strategies
  • Education funding analysis and planning
  • Insurance analysis
Request Your Deep Dig Financial Plan™

Individual Services

  • Financial Planning

    Ione Financial Partners™ can help you plan for a variety of financial circumstances, from life changes to ensuring that end-of-life financial decisions are made according to your needs and those of your loved ones.

  • Investments

    Ione Financial Partners™ can analyze your current investments, including employer sponsored plans and 401(k) plans. Additionally, we can recommend asset allocations based on your needs and risk analysis.

  • Retirement Planning

    Ione Financial Partners™ works with you to evaluate your current plans, including employer sponsored plans and 401(k) plans, to project your long-term needs for a comfortable retirement.

    Retirement planning services include:

    • Establishing actionable steps in a personalized roadmap to retirement
    • Implementing Social Security strategies
    • Recommending tax-smart investments and savings strategies
  • Insurance

    Ione Financial Partners™ help you find the appropriate insurance so that you are financially secure now and in the future.

    We can help you select:

    • Long-term care insurance that fulfills your cash needs if you need long-term care in a nursing facility or at home
    • Disability Income insurance that fulfills your income needs if you become disabled
    • Life insurance that fulfills your loved ones’ cash needs at death

    Insurance policies contain exclusions, limitations, reductions in benefits, and terms for keeping them in force. A financial professional can provide you with costs and complete details.

  • Education Planning

    Higher education is invaluable, but it can also be overwhelming and confusing from a financial perspective. As higher education costs rise, it has become more and more important to make clear, actionable financial plans to help to ensure that the higher education experience is positive and fulfilling.

    Ione Financial Partners™ can help you:

    • Project/estimate your funding needs for college
    • Recommend tax-smart investments and savings strategies
    • Suggest payment strategies for funding college
  • Estate Planning Strategies

    Proper estate planning ensures that loved ones will be financially secure and alleviates stress caused by uncertainty and confusion in the event of death or sudden incapacity. Ione Financial Partners™ is experienced in helping our clients manage their estates and plan for the future.

    Estate planning services include:

    • Evaluating current estate plans
    • Minimizing confusion and hassle for loved ones at death or in the event that you become incapacitated
    • Recommending estate-smart tax strategies