Financial Planning
Committed to your financial future
Financial Planning
Creating a Financial Plan ensures a comprehensive approach with personalized advice and guidance along the way. Going beyond traditional investment advice, financial planning helps to organize and simplify your financial life. From college savings to retirement income strategies to extensive estate planning, a Comprehensive Financial Plan can help you evaluate your options to save for the future, maximize your social security and/or pension benefits, and everything in between. Through our financial planning process, we help clients develop big-picture planning that aligns with their goals and objectives, seeking to get the most return on life.
Personal Client Website
While there's no map for moving through life, a holistic financial plan delivered by a trusted financial professional can help individuals and families confidently prepare for all the what-ifs. Our Personal Client website allows you to track progress at all times and offers an online solution to view your entire Financial Picture.Organizing is the first step – if your account has a login, chances are it can be aggregated and tracked daily within your Personal Client Website, even if we don’t manage the account for you. From your workplace 401(k) to the 529 plans you started years ago and even the old insurance policy you may have to dust off, we can put it in one place and make sure it works toward your goals. Clients save time and effort as they view their financial picture in one place, building confidence with a roadmap forward.
Our Financial Planning Process
Step 1
Understand your personal and financial circumstances
Step 2
Identify and select your future goals
Step 3
Analyze your current course of action and potential alternative course(s) of action
Step 4
Develop your financial planning recommendation(s)
Step 5
Present your financial plan and recommended next steps
Step 6
Implement your financial recommendations
Step 7
Monitoring progress and update as needed
Take Control of Your Financial World
As Independent Advisors, we have a fiduciary duty to our clients: Their interest always comes first. We provide personalized advice and guidance with a focus on the client relationship. To offer this level of personalized service, how we engage with clients may vary to ensure that we meet their specific needs and goals.
Services Tailored to Our Clients' Needs
- Goals and Objectives Review - Risk Tolerance Analysis
- Overall Net Worth Analysis
- Investment Management
- Asset Allocation Review
- Portfolio Rebalancing
- Savings / Budgeting Strategies
- Goals and Objectives Review - Risk Tolerance Analysis
- Overall Net Worth Analysis
- Investment Management
- Asset Allocation Review
- Portfolio Rebalancing
- Savings / Budgeting Strategies
Comprehensive Financial Planning, including:
- Cash Flow Analysis
- Retirement Needs Analysis
- Income Distribution Strategies
- Risk Management Analysis
- Estate Plan Review
- Private Client Website
- Secure e-Document Organizer
- In-Depth Review and Analysis of:
» Goal and Objective Review
» Risk Tolerance
» Net Worth
» Cash Flow
» Savings / Budgeting Strategies
» Asset Allocation
» Risk Management
» Retirement Needs
- Comprehensive Financial Plan
- Customized Investment Policy Statement
- Accredited Investment Strategies
- Income Distribution Strategies
- Multi-Generational Planning and Gifting
- Charitable Gifting Strategies
- Risk Mitigation Strategies
- Tax Planning and Family Gifting Strategies
- Tax-Optimized Investing
- Executive Compensation Planning
- Business Owner and Succession Planning
- Document Review
- Coordination with Outside Professionals
- Private Client Website
- Secure e-Document Organizer
- Dedicated Concierge Coordinator
*Additional planning fee may apply