Financial Planning
We help you make smart, informed financial decisions.
- Is my savings sufficient for retirement?
- Can I retire at the age I want?
- How can I plan for the unexpected?
- When should I take social security?
- Can I afford to pay for my child's college education?
- Can I purchase a second home?
Our Process
- Initial sit-down: We'll get to know you and review your financial goals to ascertain your strengths and weaknesses--and then put together a customized plan that is easy to understand.
- Annual or Semi-Annual meetings: It's important to monitor and update the plan as time goes on. During the year we will check-in to ensure the plan is moving forward.
- As-needed meetings: Every client is different. That's why we are available to you at any time to review unexpected obstacles or windfalls. We believe in a proactive approach to your financial plan.
- Online Access: You will have options for online access where you can monitor your plan and make adjustments at any time. Data is updated on a daily basis.
