Financial Planning

Financial Planning

Our planning services will provide you with analysis and advice on most components of your financial life. Our methodology includes comprehensive research, review, and analysis of nearly all aspects of your financial situation.  We provide you with a written document summarizing our analysis, recommendations and rationale.  Our engagement includes a 12-month consultation enrollment whereby you will be able to consult with us at no additional fees.

Our analysis and recommendations include but are not limited to:

  • Net worth calculation and analysis
  • Tax position analysis
  • Cash flow analysis
  • Asset allocation and investment analysis
  • Retirement analysis and planning
  • Option planning and analysis
  • Education funding
  • Insurance needs analysis
  • Estate planning analysis

We then summarize our recommendations into an action plan for your consideration and implementation. We have a comprehensive network of allied professionals with related expertise with whom we consult. If requested, we can refer you to other professionals that can help you implement these recommendations in a reasonable and highly competent manner.

Our Process

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Our Process is a systematic approach to determining the best plan to ensure that you are on track to reach your personal goals.  This process helps us to understand your true financial goals, create the best plan to accomplish them and keep your plan on track.  It generally consists of a series of three to five meetings, some of which can be conducted via web conference for your convenience if necessary.

Check the background of this investment professional on FINRA's BrokerCheck.