Financial Planning

Achieve financial security with integrated planning.

At Fenelli Law Firm, we utilize our proprietary GWAT® concept to seamlessly integrate estate planning, financial strategies, and tax planning. This holistic approach ensures a predictable and secure financial future for you and your family.

We can help.
How we support your financial journey

How We Help

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Develop comprehensive plans that align with your financial and estate objectives.

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Coordinate financial products with legal instruments for cohesive planning.

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Implement tax-efficient strategies to preserve and grow your wealth.

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Provide ongoing guidance to adapt your plan as your circumstances evolve.

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Secure your financial future with a holistic approach.

Financial planning is more than managing assets; it’s about creating a legacy and ensuring long-term security. At Fenelli Law Firm, we employ the GWAT® concept—developed by Rick Fenelli in 2008—to integrate estate planning, financial strategies, and tax considerations. This comprehensive method allows us to tailor plans that meet your unique needs, fostering self-reliance and protecting your family’s future.

Our approach includes explaining how the GWAT® concept can be utilized in your specific wills, trusts, and other estate documents. By coordinating these elements, we help you achieve a predictable and secure financial outcome, reducing reliance on external sources.

Based in Mission Viejo, we are dedicated to serving our community with integrity and personalized care. With decades of experience, our team is committed to guiding you through every step of your financial planning journey.

Frequently asked questions

Learn more about our financial planning services.

  • What is the GWAT® concept?

    The GWAT® concept integrates estate planning, financial strategies, and tax planning with specific financial products to create a comprehensive plan tailored to your needs. This approach aims to achieve a predictable and secure financial future for you and your family.

  • How does integrated planning benefit me?

    By combining legal and financial strategies, integrated planning ensures all aspects of your financial life work together harmoniously, enhancing efficiency and effectiveness.

  • Can this approach reduce my tax liabilities?

    Yes, our integrated planning includes tax-efficient strategies designed to minimize your tax burden while preserving your wealth.

  • How often should I update my financial plan?

    Regular reviews are essential, especially after significant life events like marriage, the birth of a child, or retirement, to ensure your plan remains aligned with your goals.

  • What makes Fenelli Law Firm’s approach unique?

    Our proprietary GWAT® concept sets us apart by providing a holistic, integrated approach to financial and estate planning, tailored to each client’s unique circumstances.

  • Do you coordinate with other financial professionals?

    Yes, we collaborate with your existing financial advisors to ensure a cohesive strategy that aligns with your overall objectives.

  • How can I get started with your financial planning services?

    Contact us to schedule a consultation, where we’ll discuss your goals and how our integrated approach can help you achieve them.

52%

52% of Americans do not have a financial plan.

Northwestern Mutual highlights the importance of proactive planning for financial security.


Source: www.northwesternmutual.com

$200,000

Retirement savings shortfalls average $200,000 per household.

The National Institute on Retirement Security underscores the need for personalized strategies.


Source: www.nirsonline.org

44%

Families with financial plans are 44% more confident about their future.

A Charles Schwab survey shows the value of comprehensive financial planning. 


Source: www.schwab.com

You deserve the power of great counsel.

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