You need a plan. Our experience tells us that without a plan your finances tend to drift.
One problem is that without a plan you may outlive your money.
At MidAtlantic Retirement Planning Specialists, we believe your financial journey deserves a plan as unique as you are. Since 1989, we’ve guided individuals and families toward their dreams with personalized wealth management, rooted in trust and expertise. Our process, compliant with Certified Financial Planner (CFP®) standards, ensures every step is tailored to your life, goals, and aspirations. Honored by the Financial Times as a top advisory firm for six years running, we’re here to build a plan that feels like home. Let’s create your path to financial success together.
Our 7-Step Process: Personalized for You
1. Getting to Know You
Your story matters. We start by sitting down—whether in person, or virtually—to hear about your life, dreams, and finances. What drives you? A comfortable retirement, a family legacy, or a big adventure? We dive into your income, expenses, assets, and comfort with risk, ensuring we understand you before we plan. This step sets the foundation for a plan that’s uniquely yours.
2. Defining Your Dreams
What’s your vision for tomorrow? We help you pinpoint goals that excite you—whether it’s buying a beach house, funding a grandchild’s education, or traveling the world. Together, we prioritize these dreams based on your timeline and resources, crafting a roadmap that feels personal and achievable, no matter where you are in life.
3. Assessing Your Current Path
We take a close look at where you stand today—your savings, investments, debts, and insurance. We uncover what’s working, spot potential pitfalls, and identify opportunities to grow your wealth. This clear picture helps us align your current habits with the future you want.
4. Crafting Your Custom Plan
No two financial plans are the same. We design a strategy just for you, tailored to your goals—whether it’s growing wealth, reducing taxes, or securing your legacy. Drawing on over 30 years of experience, we balance growth, security, and flexibility to create a plan that works as hard as you do.
5. Sharing Your Plan with Clarity
We present your plan in a way that feels clear and approachable, using visuals and plain language to bring it to life. Whether we meet in-person, or connect virtually, we walk you through every recommendation, answer your questions, and make sure you feel confident and excited about what’s ahead.
6. Bringing Your Plan to Life
Your plan only works if it’s put into action. We guide you through every step—setting up investment accounts, adjusting budgets, or securing the right insurance. Our secure, user-friendly technology makes it easy, and our team is by your side, ensuring the process feels seamless and stress-free.
7. Staying by Your Side
Life changes, and your plan evolves with it. We stay connected with regular check-ins to track your progress, review investments, and adjust for new goals or market shifts. With transparency at our core, you’ll always know how your wealth is growing. We’re your partner for the long haul, wherever life takes you.
Why MidAtlantic?
With more than three decades of experience, we create wealth management plans that fit your life. Our cutting-edge platforms give you 24/7 access to your financial picture, while our Wilmington, DE-based team delivers personalized care nationwide. Recognized by the Financial Times for excellence, we’re committed to helping you thrive.
Ready to build a financial plan as unique as you are? Contact us today to request our Financial Planning Document Checklist and let MidAtlantic Retirement Planning Specialists craft a strategy that brings your dreams to life.
