Concierge Planning

Michael Mullarney and his staff offer fee-based Concierge Financial Planning for our clients. Mike and his team work together to conduct a full analysis of your financial situation. We then create a comprehensive financial plan for you, your family and/or your business. The plan includes everything from investment allocation and insurance analysis, to retirement income planning, pension analysis, social security strategies, business succession planning, long term care and philanthropic giving.

Here's how it works: In our first meeting, we'll have an in depth conversation about what's important to you, what you'd like your money to be accomplishing, and how to align your plan with your values. In meeting two, you'll receive a written financial plan with an Executive Summary of recommendations. We will also coordinate with your accountant and attorney to be sure that your plan is being monitored from an investment, insurance, legal and tax perspective.

After the creation of the plan, we work with you to build a "financial road map" of your goals, as well as create the action steps to achieve them. This is something that our clients find most helpful: to have accountability and follow-through in their ongoing planning. Then we remain with you for the calendar year to answer questions that may arise after the initial plan is created.

In our experience, Concierge Planning is most appropriate for people who meet one of the following criteria:

  • Individuals / families who have complex planning needs, such as blended families, non-married couples or non-citizen spouses
  • High-Net Worth individuals and business owners who have illiquid assets or concentrated positions
  • Business owners who need succession plans or help developing key employee retention strategies  
  • Corporate executives with non-qualified deferred compensation or other complex compensation, such as stock option
Michael J. Mullarney

Michael J. Mullarney, CLU®, ChFC®, CFP®, AEP®

Wealth Management Advisor


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