Personal Financial Planning 

Our responsibility is to be your professional advisor and advocate. We understand that every client's financial situation is unique. We approach financial management by developing a personalized comprehensive financial plan. This approach is important in allowing the plan to be maintained through the inevitable bumps life will bring. We are conservative in our investment and planning approach

 

Select each topic below to learn more about our process.

 

Financial Assessment

We will conduct a thorough review of your assets and any outstanding debts to identify financial strengths and weaknesses. It is our firm belief that the easiest path to wealth creation and financial independence is to become debt-free and stay that way.

Personalized
goals

Many of our clients have unique goals they are trying to achieve, such as paying for a college education, retiring early, or leaving a charitable legacy. We will discuss these goals and propose ways to help reach the intended target.

Tax
planning

We will assess projected income and taxation issues to determine if there are ways to reduce tax liabilities.

Risk 
Assessment

We will review situations that could lead to unforeseen liability and suggest methods of reducing or transferring risk.

Retirement
planning

Projecting future income levels, asset values, and spending needs could allow for a more interactive and meaningful approach to identify sources of income in retirement.

Estate
Planning

We assess the need for updating wills, revising trusts, or naming a power of attorney over financial and/or health care matters. In addition, we will discuss how you wish to leave assets to family or charity at death.

portfolio 
analysis &
construction

First, we will conduct an analysis to gain a thorough understanding of the current investments.  We will also conduct a qualitative assessment to identify strengths and weaknesses. Upon completion of our analysis, we will propose an investment strategy which will meet the stated objectives most effectively.

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