TRUE WEALTH AND FINANCIAL PLANNING
Your financial picture is unique to you.
Our team of professionals focus on the 7 Steps of Financial Planning:
Getting to know you: Determining your current financial situation
Gathering data: Developing financial goals
Future objectives: Identifying alternative courses of action
Develop strategy: Evaluating recommendations and alternatives
Presenting recommendations: Delivering our analysis
Implement recommendations: Taking action on your detailed, personalized financial plan
Monitor progress: Reevaluating and revising the plan consistently and when needed
There is more to successful planning than a spreadsheet of assets and liabilities. One must consider:
Investment planning
Cash Flow Management
Tax Management
Insurance planning
Debt management
Retirement planning
Estate planning
Risk
Education planning
Long-term care strategies
We have experience in addressing the emotional and financial impacts of life, business, retirement transitions, and asset transfers.
INDIVIDUAL RETIREMENT PLANNING
Your financial advisor can provide complimentary focused planning, which includes:
Personalized Cash Flow-Based Planning: Narrowly tailored to identify and address your specific goals and objectives.
Risk Management Planning: Comprehensive analysis of life, disability, long-term care, and other risk management solutions.
Social Security Analysis: Custom analysis of every Social Security claiming option available.
BUSINESS RETIREMENT PLANNING
As a business owner, have you established a retirement plan so that both you and your employees can look forward to a comfortable retirement?
A business retirement plan offers several valuable benefits:
A well-thought-out plan can help you attract and keep talented employees
Attractive tax advantages for your business
Tax-deferred investment opportunities
Now is the time to establish a new plan — or evaluate an existing plan — before this year’s deadlines. Find out if a SEP (Simplified Employee Pension), Profit Sharing Plan, Money Purchase Plan, SIMPLE IRA Match Plan, 401(k), or Individual 401(k) makes sense for you and your team.
