Planning

The core of the financial services we deliver is anchored in a philosophy that without a concrete and transparent financial plan in place most successful individuals will not achieve their maximum potential over the course of a lifetime. This is why for many of our clients our initial work together begins in the financial planning arena.

We have seen the critical impact of our approach in the lives and on the families of those with whom we work. The comprehensive analysis we take our clients through requires mutual commitment, open introspection and a willingness to review your situation from a full disclosure perspective.

Working with our experienced and multi-faceted team, clients quickly gain new insight on their own financial lives. They experience real numbers and visual representations of their progress towards their goals. The experience typically proves itself enlightening and empowering all in the same breath.

Most conclude that our practical, yet in-depth analysis reinforces some of their personal assumptions, but simultaneously they come to the conclusion that there is much work left to be done. It has been our experience that after this initial stage of our work systemic change can begin to take hold in the lives of our clients.

Our services in this area include, but are not limited to:

  • We provide a full range of planning services, all of which have the potential to be customized to meet your particular needs:
  • In-depth financial analysis of current situation
  • Establishment of life financial objectives, both short and long term
  • Creation of realistic timeline and quantification of success
  • Team analysis and explanation of opportunities
  • Written analytics and recommendations
  • Open communication in the form of family and team meetings to determine chosen path from recommended options.

Financial Planning

Financial Planning and Your Future

If you have financial goals, you need a plan. Find out how to achieve your goals and make your money work for you.

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Financial Strategies for Women

Stop putting yourself last on your “to do” list. Take the appropriate steps to prepare for your financial future now.

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Retirement Planning:­ What You'll Need

It’s never too late. Begin preparing and saving for your retirement today! Find all the information you need to get started right here.

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Business Owner Planning

Executive Compensation: Keeping Competitive

In order to hire the best in your industry, develop a compensation plan that rewards key employees. Learn how here.

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The Future of Your Business: Succession Planning

Find out how to protect your financial independence and the future of your business with a comprehensive succession plan. Start here.

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Education Funding

Now is the Time to Think about the Cost of College

The cost of a four-year college education is daunting. So how can you build a college fund? Find out about your options here.

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Estate Planning

Basic Estate Planning: Tips for Getting Started

A solid estate plan can help you attain your estate planning goals and objectives. Start building your estate plan here.

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Estate Planning Strategies: Smart Techniques

Minimize your tax liability while preserving your wealth. Find out how to structure your estate plan to do both, here.

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Insurance

Life Insurance: Protection with a Purpose

Discover the many reasons it makes sense to purchase life insurance and how to determine your financial needs. Learn more about life insurance here.

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Disability Insurance:­ How will you cover your income?

A long-term disability could destroy your financial security. Don’t let that happen. Find out how disability income insurance can help.

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Identity Theft: Could It Happen to You

It’s easier to commit than you might think and can be financially devastating. Find out how to avoid identity theft here.

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Long Term Care: Putting Your Family at Ease

If a family is required to provide long term care for a loved one at home; sometimes the costs are more than dollars and cents, they are higher.

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Investments

Fixed Annuities: Planning Ahead

No contribution limits. A guaranteed fixed rate of return. Tax-deferred earnings. Find out about fixed annuities for retirement here.

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Variable Annuities: Saving for the Future

Do you want an investment that provides retirement income and a guaranteed death benefit? Consider a variable annuity here.

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Personalize Your Portfolio

Defining your goals, comfort-level with risk, and investment time horizon can help you choose an investment strategy best suited to you. Learn more here.

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Mutual Fund Investing: It’s a Turnkey Choice

Wondering if investing in mutual funds is the right choice for you? Consider your options here.

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Build and Preserve Your Future