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Mapping Your Financial Future

You May Need A Financial Plan Because:

• You are upwardly mobile and want to reach your goals;
• You are a baby boomer, hoping to retire;
• You are near-retirement or recently retired;

Financial Planning is usually a necessary ingredient in reaching any significant life goal. Our job is to guide you on your journey with a financial road map that includes a financial examination of some or all of the following components: cash flow (budget), insurance, investment planning, tax planning, retirement planning and estate planning needs. Each plan is tailor made to include the appropriate components for you. Where needed, it also includes college planning and/or long-term care planning for yourself or your parents.

We provide financial planning to only our on-going wealth management clients. If a full, written plan is needed at the onset of portfolio management, there is an extra initial charge. Thereafter, on-going financial planning is complimentary to our wealth management clients.

We discuss your goals and objectives, and after our analysis, we present you with a written plan charting your financial future utilizing our written recommendations to fulfill your goals and objectives. The service includes helping you implement the insurance and estate planning recommendations we make.