The financial planning process begins by understanding who you are, and what matters most in your life. It requires you to take a step back and view your complete financial picture through a wide-angle lens. We’ll have a detailed planning discussion and try to uncover the answers to important questions, such as:
What is the goal for your money?
How do you envision your retirement years?
Are you on the right financial track?
Can we integrate all your objectives into one cohesive plan?
How can we improve your chances of success in retirement?
These discussions are important in helping us tailor our recommendations to your situation. Whether you’re planning for retirement, college, your first home, or anything in-between, we have you covered! Our financial advisors are Certified Financial Planner™ professionals with the experience and knowledge to guide you through the most important financial decisions in your life.
Some of the common financial planning areas we tackle:
- Cash Flow/Budgeting
- Asset Allocation
- Charitable Giving
- Estate Planning
- Social Security
- Asset Protection
- College Education
- Employer Benefits
- Sale of Business
- Major Purchases
Financial planning backed by technology
We leverage technology to provide you with a dynamic planning experience. Our software, Wealth360°, allows you to aggregate and view all your financial accounts in a single online platform. We create financial plans in real-time and update them as your life evolves. Once the plan is in place we’ll create your customized investment strategy and allocation to ensure your goals are accomplished.
Your financial plan will provide you with a road map for the future, and we’ll be there to keep you on track every step of the way.