Good Financial Planning Changes Lives
Financial Planning Is the Heart of What We Do
At the heart of all our client relationships is financial planning, which includes all of the topics and related services below. We start with whatever a client’s most pressing need is. In our customized, holistic approach designed to ensure the most beneficial plan, however, over the course of our work together we will address as many of these topics as are appropriate to each client.
- Identifying Life Goals & Values
- Net Worth & Cash Flow Analysis
- Investment Portfolio Design & Implementation
- Retirement Planning, including design and set-up of individual 401(k) plans or SEP IRAs for self-employed people.
- Efficient Tax Planning & Minimization Strategies
- Estate Planning; including Multi-Generational Wealth Transfer & Planned Charitable Giving
- Higher Education Funding
- Insurance Needs Analysis
- Real Estate Investment Analysis; including mortgage & home-equity lines
- Debt Management Planning