“Life isn’t about finding yourself. Life is about creating yourself.” ~ George Bernard Shaw
When you hear the term financial plan, do you automatically think “complicated”? A financial plan may seem daunting, but we are here to tell you that with a trusted financial professional in your corner, a plan can provide the confidence and clarity you need to tackle life’s unexpected events.
THE BENEFITS OF FINANCIAL PLANNING
• Provides the confidence needed to see progress towards financial freedom, because only 1 in 4 Americans feels financially prepared for retirement (CFP Board, 2019).
• Allows you to create a roadmap with your financial professional, to see the big picture and set financial goals along the way.
• Helps you plan for the certainty of uncertainty so you can spend less time worrying about money.
• Builds a long-lasting partnership with your financial professional, based on trust and the knowledge that they understand your goals and dreams.
• Shows the impact your decisions have on the future, which can lead to smarter choices to help you meet your goals
A FINANCIAL ROADMAP BUILT ON WHAT’S IMPORTANT TO YOU
A financial plan, in conjunction with a financial professional, can provide clarity and confidence to be able to make informed financial decisions today and in the future. Your financial professional can provide tailored options for you to help you achieve your goals.
Planning Options:
Modular Personal Financial Plan.
We offer either a two module or three module plan. You may select from any of the modules listed below except Business Planning.
Comprehensive Personal Plan
Our Comprehensive Plan is a complete financial plan that includes all of the applicable modules below except Business Planning.
Comprehensive Personal Plan + Business Planning
Our Comprehensive Personal Plan plus Business Planning. Business Planning includes Business Valuation, Buy-Sell Planning, and Key Person.
Financial planning or consulting services may be provided separately from, or in combination with investment management services.
Financial Planning Modules:
Retirement Planning | Retirement Income Distribution Planning |
Tax Planning | Cash Flow Planning |
Education Planning | Insurance Planning/Risk Management |
Estate and Legacy Planning | Investment Planning/Wealth Building/Preservation |
Business Planning | Debt Reduction |
Consulting Services:
Caregiver Support Long Term Care Planning
Estate Settlement Support Next Generation Support
Charitable Gift Planning