Personal Financial Planning

Creating Financial Freedom!

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

We help you...

  • Save enough for a comfortable retirement by identifying your retirement needs.  We analyze your assets and sources of retirement income, review estimated shortfalls, and identify the best ways to save for retirement given your financial situation and risk tolerance.

  • Pay for your child's college education by accurately estimating the amount of money you'll need. We analyze your assets, review estimated shortfalls and consider general alternatives and strategies to help address these potential shortfalls.  Then we develop an optimal savings plan given your financial situation and risk tolerance.

  • Protect your family in case of your becoming disabled by ensuring you have enough money in your emergency fund.  We analyze your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

  • Achieve your investment goals by identifying the steps needed to maximize your investment returns, as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs, as well as minimizing the costs of probate, creditors, lawyers, and estate taxes.  These can negatively impact the value of your estate.  We help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a Free Consultation below.

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