Broker Check

Our Services

Academy Financial, Inc. is an independent wealth management firm that uses a holistic planning process to identify value and opportunities for our clients.

Academy Financial, Inc.’s process starts with planning and understanding the goals and expectations of the clients. We will work with your current advisors and help implement with advice where ourclients have gaps. Our open architecture and cross disciplinary approach allows us to build a comprehensive plan and produce recommendations, as well as the non-financial aspects of planning, such as family estate planning, trust service recommendations, and general advice.

We have seen the critical impact of our approach in the lives and families of those with whom we partner. The comprehensive analysis we take our clients through requires mutual commitment, open introspection, and a willingness to review your situation from a full disclosure perspective. Working with our experienced and multi-faceted team, clients quickly gain new insight on their own financial lives. The experience typically proves enlightening and empowering, giving you a sense of comfort and opportunity

Areas of Comprehensive Financial Planning

  • Financial Independence
  • Retirement Planning
  • Cash Flow Management
  • Investment Planning
  • Business Owner Planning
  • Estate Planning Strategies
  • Personal Risk Management

Financial Planning

Establish goals

  • Risk and Return metrics
  • Short Term/Long Term
  • Probability of Success
  • Family integration and communication


Cash Flow Modeling

Annual reviews to determine the most efficient way to help meet your current and future cash flow needs


Coordination

We assist your accountant with the preparation of your taxes with the following:

  • Team Approach
  • Legal support
  • Accounting support
  • Family support

Investment Planning

Investment Policy Statement

Documenting objectives and expectations
for investment allocation and portfolio
performance


Quarterly Report of Investments

Comparing your portfolio’s performance
to specific expectations and benchmarks,
while instilling disciplined portfolio
management.


Investment Transaction Administration

Detailed tracking of cost basis and
transactions for tax purposes


Additional Products

Stocks, Bonds, Closed-End Funds, Mutual Funds, Exchange Traded Funds, Asset Managed Accounts, Separate Account Managers, Private Real Estate Funds, Hedge Funds, Managed Futures, Variable Annuities, Donor Advised Funds, Trust Services, Group Retirement Products, and more.

Estate Planning Strategies

Estate Policy Statement
Document and annually review upon request specific objectives for the disposition of your estate to assist your attorney with the customization of your estate plan.


Estate Flow Chart
Provide and annually review upon request a visual illustration of your current or proposed estate plan.


Creative and Opportunistic
Multi-generational planning opportunities Generation skipping options Estate sustainability analysis

Retirement Planning

  • Establishment of retirement requirements
    • Age, location, lifestyle, recreation, dependents
  • Development of comprehensive funding needs calculation, current accumulated retirement resources, time weighted analysis of resource value, retirement gap analysis, and opportunities analysis.
  • Implementation and
    Monitoring of retirement
    plan of action, the give and take between what you need vs what you would like to have, along with life changing adjustments.

Business
Owner 
Planning

  • Business Succession strategies to help you transition smoothly.
  • Buy/Sell Agreement review and funding analysis.
  • Employee Benefit Evaluation/Review
    • Group Life
    • Group Long Term Disability
    • Group Short Term Disability
    • AD & D
  • Family business viability plans
  • Executive Benefits
    • Stock tracking: Mitigate risk and tax affects of high concentrations.
    • Stock Option Planning
  • Solvency analysis
    • Where the business is today

Charitable Planning

  • Charitable goals and objectives analysis
  • Lifetime versus Estate Gifting
  • Charitable Remainder
    Trusts
  • Outright gifts to charity
  • Asset gifting strategies
  • Tax Reduction Strategies
  • Socially Responsible Investing

Corporate Services

  • Corporate Retirement Plan Review: Annual tracking of retirement and pension plans.
    • Plan Design Consulting
    • Employee Financial and Retirement Education
    • Fiduciary Education
    • Defined Contribution [401(k) and 403(b)]
    • Defined Benefit Plans
    • Fee Analysis and Benchmarking
    • Platform Review and Benchmarking

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

elizabeth.updike@lfg.com |  703-973-3500