Financial planning
Financial planning is not a product, but a process integral to helping you achieve your financial goals. Our process is personalized to give you a clear understanding of your current financial situation and help you plan for your financial future.
Contact us for a free consultation to learn how financial planning can benefit you.
We can work with you to create a financial plan or provide financial consulting to address specific questions or concerns.
Retirement
- When can I retire?
- How much money do I need to retire?
- How much can I spend in retirement?
- How should I use my investment accounts to fund my retirement?
Social Security
- When should I begin taking Social Security?
- How can I maximize my Social Security benefits?
- What tax implications do I need to consider before taking Social Security?
Income & Expenses
- Is my current budget working for the changing needs of my life?
- Do I need to consider changes to my spending or saving to achieve my financial goals?
- How can I save money for major purchases (e.g., a home, travel, education expenses)?
Investments
- What types of accounts should I be using to save for retirement?…my children’s education?…major expenses?
- Are my investment portfolios structured to meet my current needs as well as my long-term goals?
- Have I selected the best investment options in my 401k?
Financial planning can help you prepare for, or adapt to, significant events in your life:
- Changing jobs
- Expanding your family
- Healthcare needs
- Purchasing or selling property or business
- Receiving an inheritance
- Changes in marital status
- Kids leaving home
- Caring for extended family
- Partial retirement
- Relocating to a new area
