THE PROCESS begins with a COMPLIMENTARY CONSULTATION to help both you and your advisor visualize and prioritize your financial goals.
Together, we determine what level of service makes sense for your unique situation.
It may take one or more more additional meetings to fully develop and implement a comprehensive plan depending upon the level of complexity.
Our goal is your COMFORT and UNDERSTANDING of the strategies implemented.
Resources & Strategies
Implement the Plan
Review & Evolve
INVESTMENT ADVISORY AND
FINANCIAL PLANNING SERVICES
Tax Free Bonds
Market Linked CD's
Real Estate Investment Trusts
Fixed and Variable Annuities
Retirement Planning and Transition
Choosing a Savings Plan
Roth IRA, Traditional IRA, Etc.
Coverdell Education Savings Accounts
Life Insurance, Disability Insurance
Long-Term Care Insurance
Estate Planning Strategies
Company Retirement Plans
Investment Allocations in 401(k), 403(b)
Employee Stock Option Planning
Employee Stock Purchase Plans
401(k), SEP, SIMPLE, Profit Sharing
Buy-Sell Agreements, Key Man Insurance
Employee Financial Wellness Training
Deferred Compensation Plans
Business Liquidity Planning
Your Financial Advisor: Your Partner in Planning
Creating an effective financial plan takes time, know-how, and experience. By consulting with a professional advisor, you’ll gain:
Knowledge of options and alternatives tailored to your specific situation.
Connections to a network of professionals (accounting, legal, real estate, banking) when additional expertise is needed.
Advice and support from an experienced professional committed to guiding you toward long-term financial well-being.
Why People Say Yes To Financial Planning
Financial planning pulls together all your finances and organizes them to help make management easy and effective.
The more you understand and better manage your resources, the more prepared
you are for your goals and dreams.
CREATING A FINANCIAL PLAN WILL HELP YOU:
Understand how your individual financial decisions collectively impact your potential success.
Create integrated strategies that take into account the interconnectedness of your financial activities.
Identify your long-term goals and the steps needed to pursue them.
Track your progress and make adjustments as you experience new life events or develop different perspectives.