Services

 

Our firm has full Financial Planning/Advisory services, the components of which can be separated per the client's needs: Investment Planning, Tax Planning, Retirement Planning, Estate Planning, Insurance Planning. 

When working in a financial planning relationship with a client we follow a process that starts with an initial complementary meeting to discuss the client's goals and objectives.  After that meeting, if we decide to move forward we will gather the necessary information to review and analyze a client's financial situation, develop a preliminary financial analysis if appropriate, and meet again with the client to discuss our findings and preliminary recommendations.   Once we agree on the appropriate actions required to begin working towards a client's goals and objectives we will provide written recommendations, and, where desired, assist in the implementation of those recommendations.

Once recommendations have been implemented, we work with clients in reviewing their progress, identifying when changes may be appropriate, and discussing future goals and developments that may impact their financial situation.

 

SAMPLE FINANCIAL PLAN