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Individual Financial Planning

Helping You Achieve Order

With collaboration at the forefront of our firm, we believe in a team approach when it comes to the many facets of financial planning.

Our advisors focus on a breadth of financial disciplines, enabling us to perfect our individual strategies and create a holistic plan that maximizes opportunity and minimizes inadequacies.

Our Comprehensive Financial Planning Services

Tax Planning

By proactively looking at your tax situation throughout the year and forecasting into the future, we can help you make better decisions about your taxes today.

We’ll review your tax documents and history to help make sure you only pay what's required. And because tax codes are constantly changing, we’ll review your financial plan regularly to help make sure your after-tax return is optimized.

Asset Management

Many people’s investments lack a clearly defined purpose. While their portfolios may be well-diversified and generating acceptable returns, there is no sound financial plan and strategy in place to guide their investment decisions.

With your financial plan as the foundation of our investment strategy, we’ll work toward helping ensure every dollar you invest gets you closer to achieving your goals.

Estate Planning

How do you want to be remembered? Estate planning is more than just making sure your assets go to the right people at the right time and that a probate court judge is not determining who inherits your life’s work.

After establishing your goals and objectives, we’ll review a variety of factors to determine potential long-term care expenses, outdated and underperforming insurance policies and tax-efficient strategies to distribute your assets to your chosen beneficiaries.

Risk Management

Whether you need life insurance, long-term care, health or disability insurance, we’ll evaluate your current policies and implement new coverage based on the evolving needs of both you and your family.

Our experience and knowledge in various types of insurance will help provide financial confidence knowing your assets and health are protected from the unexpected.

Income Planning

Using propriety software, we'll help you understand your income sources (such as Social Security and pension) in an easy-to-understand format. We will then create different buckets for your distributions that align with your time horizon until withdrawal, providing you with clarity on how your investments should be allocated.

With this income plan, you’ll finally be able to look forward to your retirement. We'll help you take out the emotion that comes with investing over a long horizon.