It’s your future.
Depend on us to work closely with you for a personal, in-depth analysis of your current financial situation. We’ll put a plan in place to help you work toward short- and long-term financial goals.
As we begin our partnership together, our goal is your financial success. To get from here (wherever ‘here’ is) to there, we’ll need to:
- Develop an inventory of your financial goals and resources
- Establish retirement objectives and income needs by reviewing sources of income
- Analyze your tax and discuss any cash flow issues
- Evaluate your current investments
- Review your time horizon and comfort level for risk
Build a Plan
Based on our initial consultation and goal planning process, we can develop a financial plan to follow as a roadmap moving forward.
- Recommend a customized investment mix to help work toward your goals
- Help you minimize taxes
- Develop a succession plan that coordinates with your retirement and estate plan
- Review or establish your current will, trust and assets designations
- Develop strategies to help minimize estate and gift taxes while maximizing wealth transfer to designated family members
Stay in Touch
Throughout the year, we’ll reach out to you to make sure your financial plan keeps up with your life and see if you have any questions for us.