Financial Planning

• Estate Planning – making sure that what you want to happen with your assets happens
• Retirement Planning – planning for a wonderful & bountiful retirement 
• Investment Analysis – a review of all asset allocation, investment strategies & plans
• Insurance & Protection Strategies – protecting a family, business, & legacy against loss
• Tax Strategies – maximizing all efficient tax strategies available
• Cash Flow & Budgeting – helping to create sound cash flow & budgets to reach goals
• Employee Benefits – reviewing all employee benefits through your work

Many of our clients may have assets at another firm or in their employer’s company retirement plan.  Yet, advice is still needed. We will work with you, even if we may not be managing all of your assets.

While not all firms will do this, we believe everyone needs access to competent and appropriate financial advice.   

1. We will review all your outside assets and guide you accordingly.
2. We hold two in-person meetings with you each year.
3. We schedule two phone meetings with you each year.
4. You are invited to all client events, seminars, etc.
5. You will receive all our financial communications, reports, newsletters, etc.