Financial Planning

Sound financial planning inherently assumes that everyone’s individual financial and life circumstances are unique. We believe financial planning is more of a process than a destination. We begin our process by learning about you, your goals, and your family’s financial position. Then we work with you to gather data about your risk-tolerance level, cash-flow needs, tax situation, and other factors that may affect your finances over time.

We understand that depending upon their life stage and personal situation, each client faces a different set of financial challenges. Only after we’ve gained a thorough understanding of your unique needs and goals do we create a comprehensive plan that will best achieve your objectives and provide direction and clarity in all your financial matters.

Even after we’ve created your plan and made recommendations and implemented it, we stay in regular communication to make sure you are still on track. Our financial planning services may include:

  • Personal Profile- Goals/Objectives
  • Income Planning
  • Asset Allocation
  • Wealth Management
  • Life, Disability, Long Term Care Appraisal
  • Time Horizon Planning
  • College Funding
  • Parent Care / Inheritance
  • Planned Large Expenses
  • Tax Evaluation

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