Financial Planning Services
Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them – providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client’s needs.
Our philosophy is very simple, we don’t believe in hiring stock pickers we do believe in asset allocation and low fees. We think we can lower your fees by 2% annually and lower your risk by proper asset allocation.
To Achieve Specific Goals – Whether it’s for business or personal proper planning needs to be achieved to meet your goals.
To plan for retirement an individual needs to know the best way to maximize social security benefits and the amount needed in after tax funds to fund your retirement sufficiently.
Estate and Business Succession Planning
This type of planning is easy to put off but essential if you have a business or large estate. The consequences to not having a plan in place for either can be very expensive.
It essential these days to have an insurance plan for yourself and your employees that is cost effective and meets your goals of protecting assets. This arena is changing very fast and needs to be addressed sooner rather than later.