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Financial Planning

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.

Client Centered

We are a risk based planning group emphasizing protection, savings and growth. Our process is multi step and involves: 

  • establishing the nature of our engagement and the goals of our client, 
  • determining and gathering the necessary data, 
  • analyzing the data,  
  • presenting proposed solutions, 
  • implementing the suggested elements of the plan
  • monitoring the plan 

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.