16775 Addison Road
What is financial planning? It means different things to different people. It can be simple or complex, directed toward a single goal or toward a comprehensive plan integrating cash flow, liquidity, insurance, investment, retirement and estate needs. Whatever the goal we can help.
We are a risk based planning group emphasizing protection, savings and growth. Our process is multi step and involves:
We suggest priorities for implementing the different plan elements and work with the client’s schedule to put those items in place. We are always available to consult with our clients. Additionally, scheduled periodic reviews allow us to adjust the plan as needed over time to reflect changes in the client’s goals or life circumstances.
Have you reviewed your plan lately? Talk with us.