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Some individuals may be comfortable managing their own money but are interested in financial planning, goals based planning (such as retirement, college or a second home) or simply a point in time assessment of their current situation. For information on our fees, review our fee schedule

Financial planning begins with an in-depth discussion about your financial past, present and future goals. Even if you may only be concerned about retirement you still need to discuss insurance, as everything tied to your money is interconnected. A comprehensive discussion will cover:

  • Goals Prioritization

  • Risk Tolerance

  • Assessment of Current Portfolio

  • Debt Management and Paydown Strategy

  • Employer Benefits

  • Insurance Review (Life, Home, Auto, Disability, LTC)

  • Taxes (review of past returns)

  • Estate Planning

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