Understanding Your Needs
We believe taking the time to get to know you is a critical part of our process. Understanding your needs and goals allows us to develop a plan that you can follow over the long term.
Information Gathering
We can help you gather relevant information about your assets, liabilities, wills, trusts, insurance policies, and other pertinent information. We can also provide meaningful organization to your personal financial data, to help bring comfort and security to your hectic life. Gathering the right information is an important step toward establishing measurable goals and determining solutions that fit your needs.
Analysis
We can apply our substantial knowledge, gained from years of hands-on planning experience, to your unique financial situation. The resulting plan will be tailored to you and your family. We can help you analyze even the most complex situations and provide meaningful, easy-to-understand insight into your financial well-being. This plan can be modified over time to remain relevant to your situation—incorporating whatever changes are needed. We can also meet with your other trusted experts, such as your attorney, and/or tax and trust advisors.
Your Financial Goals
The most common financial goals and needs we address include:
- Retirement
- Retirement Income
- Education Funding
- Income/Cash Flow
- Estate and Wealth Transfer
Financial Planning Services
Accumulation
- Investing Programs
- Benefits Optimization
Management
- Asset Allocation
- Risk Management for Investments
- Benefits Analysis Post-Retirement
Distribution
- Retirement Income Strategies
- Estate Planning/Wealth Transfer Strategies
- Business Succession Strategies
- Will and Trust Reviews
Preservation
- Risk Analysis and Management
- Insurance and Capital Needs Assessments
- Wealth Transfer Planning
By establishing a relationship with us, we can build a tailored financial plan and make recommendations about solutions that are aligned with your best interest and unique needs, goals, and preferences.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
