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Financial Planning

We believe in the importance of personalized financial planning. As each individual or family is unique, so is every financial plan as they are based on your set of goals and challenges. Our Certified Financial Planners™ will meet with you to discuss both your present financial picture and your goals in order to best serve your financial needs. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Our goal is to help you protect, grow, and manage your finances in a way that gives you peace of mind, knowing that you have an expert team helping you navigate the road ahead. We view our relationship is on-going partnership as we periodically reviewed and adjust your plan as circumstances change. Without a plan, it is difficult to obtain your desired results. 

Most of our clients seek a financial plan as a roadmap for retirement, but there are many other reasons to develop a plan. Our team of advisors are ready to help clients create budgets, plan for education expenses, evaluate career changes, adjust for lifecycle events, maximize wealth accumulation, analyze a home purchase, create charitable programs and much more.

Depending on your individual needs, a financial plan provides recommendations on the following:

  • Retirement Projections and Scenarios
  • Cash Flow and Debt Management
  • Investments, Investment Allocation, Social Security, and Pensions
  • Education Saving
  • Tax Planning and Strategies
  • Insurance
  • Long Term Care (LTC)
  • Estate Planning Review
  • IRA Distribution Analysis
  • Lump Sum/Annuity Comparison for Retirement
  • Retirement Income/RMD Analysis
  • Retirement Package Review
  • Retirement Goals, Transition and Relocation
  • Retirement Plan Rollover Advising
  • Social Security Optimizing
  • Survivor and Medicaid Planning
  • Trust Strategies