✥ Your Vision Is Our Goal For Your Financial Plan ✥
Personal Financial Planning
OUR HOLISTIC FINANCIAL PLAN
We work with you to create a financial plan that helps you accomplish your financial objectives and to provide you with guidance and encouragement as you travel life’s journey. Whether you are starting a family and wondering about college savings, buying a house, making sure your investments are aligned with your long and short-term goals, or ensuring your independence in later life, we are here to guide you along the way. Think of us as your personal CFO - someone who advises you and provides you with all the necessary information to make the best financial decisions affecting every stage of your life.
Our holistic financial plan includes guidance on all important areas of your financial planning:
Retirement Income Planning
Retirement brings a myriad of changes to your life, many will be anticipated, some will not. We work with you to develop a plan that will allow you to retire when you want and with the lifestyle you want. We address not only the financial aspects of retirement but emotional ones as well.
Our comprehensive advice includes guidance on all important areas of retirement planning:
- Retirement Income Planning
- Not Outliving Your Assets
- Investing for Income
- Long-Term Care
- Social Security
- Medicare/Healthcare Planning
- Insurance Planning
What you can expect:
- An initial meeting to assess your needs
- A retirement plan that includes recommendations in the following areas: retirement savings, retirement income planning, healthcare and long-term care planning, insurance, estate and legacy planning.
- Annual face to face meetings
- Monthly advisory statements
- Client education workshops
- Coordination with other professional advisors, lawyers, CPA’s etc.
- Clear communication of our fees
This plan might be for you, if you are:
- 5-10 years away from retirement
- Retired
Investment Management
As part of our ongoing commitment to our clients, we help you to make the best decisions with your cash and investments. Your investment plan is custom designed with meticulous care aimed to provide you the highest probability of accomplishing your financial goals. Cutting edge technology and years of experience in finance help us manage your portfolio risk, returns, taxes, and income needs.
What You Can Expect
- An initial meeting to assess your needs
- A retirement plan that includes recommendations in the following areas: retirement savings, retirement income planning, healthcare and long-term care planning, insurance and healthcare planning, estate and legacy planning.
- Annual face to face meetings
- Monthly advisory statements
- Client education workshops
- Coordination with other professional advisors, lawyers, CPA’s etc.
- Clear communications of our fees
Stages of Life
