Financial Planning

Financial planners can be classified into three major categories: “Fee-for-service-only” planners who create a plan on a fee-for-service basis and sell no financial products; “product-only” planners who sell products and charge no fees; and those who do both. The “fee-for-service-only” planners, while assisting in plan design, seldom get involved with the actual implementation of your plan. The “product-only” planners frequently tailor a client’s plans to their products. We offer the best of both worlds – fee for service planning through Consolidated Portfolio Review Corp. and plan implementation through Vanderbilt Financial Group, LLC.

Clients gather financial documents and information in preparation for a meeting with the planner. Examples of the data that are usually assembled include financial information, employee benefit plans, most recent tax returns, wills, trusts, and insurance policies. Clients receive a complete report of their financial plan, as well as a review service that can be as frequent as every 6 months, or as seldom as every two years, depending upon circumstances. Services offered in a comprehensive financial plan include:

  • Cash Flow Analysis
  • Income Tax Planning
  • Personal Financial Statement
  • Asset and Liability Analysis
  • Investment Portfolio Analysis
  • Business Evaluation
  • Insurance Review
  • Estate Analysis
  • Charitable Estate Planning
  • Educational Funding Analysis
  • Retirement Income Planning
  • Family Wealth Counseling

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© 2021 All Rights Reserved 3 Dimensional Wealth Advisory

3 Dimensional Wealth Advisory and Vanderbilt Financial Group are separate and unaffiliated entities
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review.
Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab
Insurance Services offered through Vanderbilt Insurance and other agencies

Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100

For additional information on services, disclosures, fees, and conflicts of interest,
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