Financial Planning

financial planning

We offer clarity and direction to help you make informed decisions about your financial future by creating an action plan that encompasses your short-, mid-, and long-term goals.

Planning is a team effort.

Your CERTIFIED FINANCIAL PLANNER™ (CFP®) will often collaborate with other experts, such as investment advisors, estate attorneys, or CPAs, throughout the financial planning process to include:

Estate Planning: Distributing your assets according to your wishes after death and minimizing estate taxes.
Tax Planning: Structuring investment & financial activities to optimize tax efficiency.
Risk Management: Identifying and mitigating financial risks through insurance and other strategies.
Investment Management: Analyzing your investment portfolio, exploring opportunities & identifying inefficiencies.
Retirement Planning: Preparing you for the longest vacation you'll ever have.
Philanthropic Planning: Assisting with charitable giving and legacy planning.

aligning your resources & your goals

Our first meeting is complimentary. It's an opportunity to understand what's important to you and discover how we may be able to add value to your future.

We will create a proposal specifically for you based on the simplicity or complexity of the financial planning you need.

You can choose to work with us on an hourly basis or on a flat-fee basis.

Schedule an introduction

A Holistic Approach

Explore strategies to:

✓ Save Money on Taxes & Keep Your Wealth

✓ Build Your Nest Egg

✓ Invest with Confidence

✓ Protect Your Family, Business Interests or Partnerships

✓ Build a Succession or Legacy Plan

✓ Distribute Assets According to Your Wishes & Minimize Estate Taxes

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PLANNING FOR BUSINESS OWNERS & THE SELF-EMPLOYED

You chose to trade the stability of a paycheck for the excitement & opportunities that come with building a successful business.

Now that you've reached a certain level of success, your financial concerns have shifted.

As a businessowner (and likely an employee in your own business), you have a wide range of adaptable options to choose from in order to pave the way for a more prosperous future for yourself, your family and employees.

Learn about the strategies specifically for business owners, avoid tax inefficiencies & explore retirement programs that keep more money in your pocket.

Unleash Your Potential

Partner with a true professional to help you gain financial clarity and provide you with the feedback, analysis & power you need to take ACTION.