Financial Planning
Instead of taking a cookie-cutter approach to designing a program for our clients, we listen and then create a customized plan that will help our clients attain the financial security and success they envision. We begin by completing a balance sheet for all our clients, and then we have detailed conversations to understand what is most important to them.
Individuals and families approach us for our advice on a variety of financial topics. We can help provide guidance on:
- Coordinating your financial goals
- Protecting and managing your wealth
- Your investment portfolio
- Developing or refining your retirement strategy
- Managing risk
- Tax saving strategies
- Estate planning, wealth transfer and legacy planning
- Charitable giving
- Lifetime income strategies
- Transition planning
- Life Insurance
- Long Term Care Insurance