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SERVICES TO GUIDE YOU TO YOUR GOALS

Our Services


We employ a goals-based approach to financial planning. The comprehensive financial plan we develop will serve as a road map for your financial life.

Our planning typically follows this process:

  • Where do you want to go? What are your goals?
  • Can we get there, and how?
  • Create and implement a comprehensive financial plan and investment strategy
  • Review consistently - review at least once per year and adjust to life changes accordingly

Our Financial Planning Services include:

 

Business Planning

We provide consulting services to clients who currently operate their own business, are considering starting a business, or are planning for an exit from their current business.

 

 

Cash Flow

We work with clients to help them review their cash flow and debt management plans.  

 

Financial Goal

We help clients identify their financial goals and develop a plan to reach them by understanding the following: what you plan to accomplish, what resources you will need to make it happen, how much time you will need to reach the goal, and how much you should budget for your goal.

 

Investment Analysis

We review your current investments, across all accounts, to see if they match your tolerance for risk and goals.

Retirement Planning

Retirement planning services typically include projections of your likelihood of achieving your financial goals while focusing on financial independence as the primary objective. If you are near retirement or already retired, advice may be given on appropriate distribution strategies.

Education Planning

We work with clients to review and develop a plan to provide education funding for children and grandchildren.

 

Risk Management

A risk management review includes an analysis of your exposure to major risks that could have a significant adverse impact on your financial picture, such as premature death, disability, extreme market events, etc.