Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

  • Fee-Based Wealth Management
  • Stocks, Bonds, Mutual Funds, ETF
  • 401(k), 403(b) and Defined Benefit Plans
  • Pension Planning and Payout Alternatives
  • Risk Management Through Life and Disability Insurance
  • Estate Conservation and Charitable Giving Strategies
  • Business Protections and Succession Planning
  • Long Term Health Care Insurance 
  • Fixed and Variable Annuities

 

Inside Financial Planning

There’s no mystery to financial planning. What it simply requires is taking a personal, in-depth look at your goals and deciding how you intend to achieve them. Once you decide what you want, you can make plans to get from where you are today, to where you want to be tomorrow.

PERSONAL FINANCIAL PLANNING

Is a process that involves identifying needs and objectives, establishing based on your values, and implementing options.

Our role in this process…

We Listen to your financial concerns and objectives.

We analyze your personal situation with your values in mind.

We propose a plan to address your financial situation.

We review your progress towards your objectives

SIX AREAS OF FINANCIAL PLANNING

With planning, you will be better prepared for achieving your goals than if you don’t. And, the right financial plan will help you to:

·Reduce taxes


·Save for retirement


·Decide how to invest


·Provide proper insurance coverage


·Custom-design programs to try to achieve your special goals… buying a home or condo, retiring early, financing your child’s education and more!

 

 

FINANCIAL PLANNING SERVICE

HOW WE CAN HELP YOU!

Since no two people are alike, no two plans are alike. That is why we use a one-on-one approach when developing a financial plan.

 

Our planning service was founded on two simple principles: Provide people with a high quality, confidential service and to make sure the folks providing the service know how to listen to you and give advice that is in your best interest through the following steps:

 

Step 1: No Obligation Session

A specially trained financial planner will listen to your financial concerns and discuss what financial planning can do to help you achieve your objectives.

 

Step 2: Gather Information

If you decide to purchase a financial planning service from us, this is where we learn about your financial goals, objectives, assets, and expenses. This information is kept strictly confidential.

 

Step 3: Analysis and Recommendation

A preliminary analysis of the information is prepared. This includes reviewing all your objectives and determining if they are feasible. Your planner may consult, with your permission, your attorney, accountant or other advisor to make sure the data is complete.

 

Step 4: Final Plan Review

After all information is analyzed, a final plan will be presented to you. The final plan is prepared especially for you by your planner. It contains specific recommendations to help meet your financial goals and needs.

 

Step 5: Update as Needed

In life, one thing is constant; change. Your financial planner stands ready to update your plan as needed.

 

WORKING WITH A FINANCIAL PLANNER

As a client, you and your planner will develop a confidential relationship based on mutual trust and respect. Above all else, when you become a financial planning client, your planner is obligated to act in your best interests. Your financial planner’s goal will be to ensure that your objectives have been incorporated into your plan.