You may be considering help from a financial planner for a number of reasons. Whether it's deciding to buy a new home, planning for retirement or your children's education, or simply not having the time or expertise to get your finances in order, a financial planner can help you achieve your goals. Whatever your needs, working with a fee-only financial planner can be a helpful step in securing your financial future.
Desire For Financial Advice
• Personal Investment Advice
• Desire for organization, focus or direction for personal financial goals
• Looking for a trustworthy advisor with whom a long-term relationship can be established
• Curious about financial options
• Desire to become more knowledgeable in order to make better financial decisions
Life Changes/Circumstances
• Divorce
• Death in Family
• Change of Career
• Retirement Pending or approaching
• Busy with Career
Business
• Owner of a Business
• Concern regarding business succession, estate taxes or estate liquidity, income taxes, retirement, or liability issues
• Employee benefit analysis and management for your employees
We can guide a client with analysis and detailed recommendations in the following areas:
• Income tax planning
• Cash management
• Investment portfolio and asset allocation
• Financial independence
• Retirement planning and distribution
• Risk management (insurance)
• Estate tax and distribution planning
• Education planning
Our financial planning process includes:
• An initial plan based on information gathered from the client
• Implementation of recommendations made in the initial plan
• Annual update and review
Financial planning is a continuous process that should be both monitored and updated to remain dynamic. We encourage our clients to share this view, and to that end, we are available throughout the year to answer any questions our clients may have on subjects ranging from retirement planning to investment alternatives.
