Financial Planning Services

We offer ongoing, comprehensive financial planning and investment management services. The intent is to create a lifetime relationship with our clients. We are available year-round for all of your financial life needs – including goal setting, cash flow analysis, insurance planning, investment strategy, investment management, deferred compensation management, tax planning, tax preparation, retirement planning, college planning and estate planning.

We want to be your go-to firm for all your tax and financial matters. Our open retainer includes an extensive, open-ended service for any financial concerns and opportunities that may arise during the year. We offer the institutional platform of Charles Schwab and TD Ameritrade to allow easy access, monitoring, and management of your investment accounts.

This retainer is more open ended, which means that there is not a limited number of appointments or amount of time for each item. Clients may schedule additional appointments or call for information between appointments for any tax or financial issue.

Process:

We believe financial planning must follow a disciplined process. We believe each aspect of your plan needs to be addressed individually and tied into your long-term objectives. Every decision you make in one particular area has an impact on every other aspect of the plan. That is why each meeting is designed to cover specific areas.

We spend a significant amount of time in the early stages understanding what your goals are and more importantly, your motivations behind those goals. We try to collect and verify the amount of data flowing through your personal finances. Our team then begins our analysis.

We use a variety of technical tools and resources to help validate the advice we give. It is important to remember, financial planning is as much as an art as it is a science. While there are certain standards, there are a variety of paths to take to lead you and your family to a better return on life.

Our process is ongoing. We meet and talk several times throughout the year to ensure you are staying on track. Every year there are different issues with which you are confronted. Through our regular communication we are more proactive than reactive. The process is uniquely tailored to each client.

We acknowledge that over the course of time, your needs, dreams, and values will change. After the first year, we will continue to meet face-to-face. These meetings are structured in a manner ensuring we revisit and update each section of your financial plan. As a result, when changes occur in your life, we are prepared to address them in a timely and truly comprehensive nature.

Our Financial Planning Services Offer the Following:

  • Discovery and Planning Process
  • Ongoing Financial Advice and Services
  • Investment Management
  • My Deferred Compensation Manager
  • DROP Planning
  • Tax Planning, Preparation, and Representation
  • Retirement Planning and Retirement Distribution Planning
  • Cash Flow Planning
  • Educational Funding Analysis and Planning
  • Insurance Consulting
  • Estate Planning
  • Risk Management
  • Business Consulting
  • Social Security Benefit Consulting
  • Real Estate Consulting
  • Web-Based Wealth Management System

For a detailed description of our services please download our Introductory Packet

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