|We believe that personal relationships are the most valuable asset we can build with our clients. We will work closely with you to analyze your
current spending, saving and investing activity and to understand your goals for the future, no matter what the size. Then, we educate you about your investment options, so that together, we can create a plan that meets your future financial needs based on
your unique situation.
Learn how we can help you plan for the future.
Planning for Individuals:
- Investment Planning
- Personal Financial Planning
- 401k Consultation
- Retirement and Retirement Income Planning
- Life and Long-Term Care Insurances
- Estate Planning and Wealth Transfer
- College Education Planning
Planning for Businesses:
- 401k Plans and Other Corporate Retirement Options
- Key Person Plans
- Deferred Compensation Plans
- Supplemental Employer Retirement Plans
- Develop Buy/Sell Agreements
- Overhead Expense Insurance
|The Planning Process
You and your Financial Advisor will develop an objective plan that best addresses your needs. This can be best described by its 5 steps:
We will work with you to set financial goals and explore your risk tolerance. Once these are established, we will help you gather the information necessary to analyze your situation.
We use state-of-the-art computer software to provide us with an objective analysis of your current financial status in relation to your established goals and risk tolerance.
After we reaffirm your financial goals and risk tolerance, we will present your financial analysis and assist you in exploring appropriate financial strategies.
Once our analysis is completed, we use our knowledge to help you develop a customized plan. We then assist you with the necessary paperwork to set your plan into action.
We believe strongly in scheduling regular review sessions. As part of our long-term, relationship-oriented approach to financial planning, we will use these sessions to evaluate your financial progress in relation
to current market conditions and will assist you with any necessary adjustments.