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2022 Financial Planning Guide

Financial Planning January 25, 2022

By Nicholas Breit

Partner, Director of
Financial Planning

Nick provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other high net worth investors. He services clients by providing advice and expertise on asset allocation, portfolio …

By Colleen Dumke

Senior Consultant,
The Wealth Office®

Colleen provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. She services clients by providing advice and expertise on asset allocation, portfolio design, investment …

By Eileen Allgrove

Senior Consultant,
The Wealth Office®

Eileen provides counsel to individuals and families on asset allocation, portfolio design and rebalancing strategies. As a Certified Financial Planner (CFP®), Eileen works with clients on comprehensive wealth management solutions …

The New Year provides a great opportunity to review and assess your overall financial wellness. Just as it is recommended to see your doctor for an annual check-up, individuals should not overlook the importance of a financial check in to stay up-to-date on planning topics involving taxes, charitable giving, retirement, estate planning and more.

The Wealth Office® at Fiducient Advisors assists clients proactively address these items throughout the year. We hope you find this year’s 2022 guide to be a helpful resource.

The information contained herein is confidential and may not be disseminated or distributed to any other person without the prior approval of Fiducient Advisors. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecast represent future expectations and actual returns, volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is a possibility of a loss.

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