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Financial Planning

Your personal Chief Financial Officer - You make the strategic decisions, we make the numbers work.

Comprehensive Financial Planning for real people.

Financial Planning is more than just buying some mutual funds and calling it a portfolio… 

Financial Planning brings every part of your financial life into consideration and then make the pieces work together in harmony. 

Cash Flow

Debt

Income Planning

Tax Planning

Retirement Plans/ Planning

Investment Management

Insurance / Risk Management

Estate Planning

Charitable Giving 

Philanthropic Strategy

Business Exit Planning

and more… 

 

Wow, that’s a lot. 

Most advisors only focus on 1 or 2 of those areas… 

 

See what you’ve been missing:

GET STARTED

PLAN EXAMPLES

ASSET - MAP

LETS GET ON THE SAME PAGE, LITERALLY

In order to create a truly custom plan, we need to see all of the pieces in one place. That's the power of Asset - Map. We can model changes, determine where risk exists and what steps to take, quickly and collaboratively. When you see your Map for the first time, everything changes.
Ian Weiner, CFP®- Owner, Lead Planner
CREATE YOUR ASSET-MAP
Additional Deliverables

ONGOING PLANNING WITH ELEMENTS(R)

THE ONE PAGE PLAN:

All the insights from our advanced planning software.

Goals:

Restated and simplified.

Next Steps: You'll always know what's next.

Statement of Financial Purpose:
Why does any of this matter?

Track your progress over time.

All of your financial ratios.

PERSONAL FINANCIAL STATEMENT

A Snapshot of your Net Worth

MORE ABOUT THE ELEMENTS(R)

FREE STRATEGY SESSION

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Bespoke Wealth Solutions offers personalized Financial Planning and Wealth Management Services in Bentonville, AR and remotely across the United States.

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Information contained herein is intended for informational and entertainment purposes only, and should not be considered investment, tax, legal or other advice. EXOS WEALTH STRATEGIES, LLC does not offer Tax or Legal Advice

Bespoke Wealth Solutions does not offer Tax or Legal Advice

Investment advisory services offered only by registered individuals through EXOS Wealth Strategies, LLC (EXOS) The firm is a registered investment adviser with the state of Texas, Arkansas, Florida, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.The scope of financial planning and consulting services depends on a client’s needs and may be adjusted per any specific request.

 EXOS does not serve as an attorney, accountant, or insurance agent. EXOS does not sell insurance products or prepare legal documents or tax returns. Additional services may be provided through an EXOS partner of their licensed capacity, fee structure, and set of terms and conditions.

Please contact admin @ exoswm.com for general questions or to request a copy of our prospectus.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Simply Retire offers personalized financial services to help you make your retirement goals a reality. 

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