Financial Planning

This process is advisory and analytical, involving evaluation of your present financial situation, income tax and investment planning, estate and retirement planning with specific recommendations in each of these areas.

Investment Planning

  • Investment portfolio analysis and recommendations
  • Income tax and cash flow planning
  • Assessment of client risk and individual portfolio risk
  • Education funding i.e: 529 Tax Free Plans
  • Retirement strategies for accumulation of financial assets
  • Exit planning for business owners
  • Coordinate with your advisory team
    • Attorney
    • Accountant
    • Bank
    • Business Valuation / Appraisal
    • Insurance
    • Investment Banker

Retirement Planning

  • Extensive consultation
  • Gather business and personal financial data
  • Establishing financial goals and objectives
  • Analysis of information
  • Development of tactics and strategies in a written plan to work toward achieving stated objectives
  • Implementation of your plan
  • Monitoring and making appropriate adjustments to your plan