Financial Planning

 

Our financial planning services can help you with any or all of the following needs. Let's customize a plan for you.

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CASH FLOW & BUDGETING

CASH FLOW & BUDGETING

By tracking how your cash flows in and out of your accounts and appropriately budgeting it for your investments and living needs, we ensure you're making the most of your money.

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INVESTMENT PLANNING

INVESTMENT PLANNING

Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. We can offer you access to a wide range of investment products and services aimed at meeting your financial objectives.

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RETIREMENT/PENSION PLANNING

RETIREMENT/PENSION PLANNING

We will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams.

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TAX PLANNING

TAX PLANNING

Our goal is to work with your tax professional to help you keep more of your earnings after taxes and inflation.

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EMPLOYEE BENEFITS REVIEW

EMPLOYEE BENEFITS REVIEW

Employee benefits are an important part of the growth of your business. We help connect you with experienced professionals with access to top providers and a wealth of benefit choices tailored to meet your business’ ever changing needs.

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RISK & INSURANCE REVIEW

RISK & INSURANCE REVIEW

We can help you determine how much life insurance they need and what types or combination of types of coverage are best suited to help them further their own objectives.

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SOCIAL SECURITY OPTIMIZATION

SOCIAL SECURITY OPTIMIZATION

Figuring out how to make the most out of your Social Security can be a complicated task. Let us ease the burden by building a claiming strategy for you.

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HEALTH CARE COST ANALYSIS

HEALTH CARE COST ANALYSIS

As you age, health care may become one of your biggest expenses. We can help you plan ahead so that you're well taken care of in your retirement years.

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ESTATE PLANNING

ESTATE PLANNING

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future.

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COLLEGE FUNDING ANALYSIS

COLLEGE FUNDING ANALYSIS

We will help you explore your college funding options and evaluate the real cost of attending your chosen school, so that you can and your children can make informed decisions.

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OUTSIDE INVESTMENT GUIDANCE

OUTSIDE INVESTMENT GUIDANCE

Are you aware of all your investment options? We can help you explore alternative investments so that your portfolio is truly diversified.

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ANNUAL ACTION PLAN

ANNUAL ACTION PLAN

Evaluating your finances on an annual basis is important. We'll touch base with you and ensure you're prepared and informed for the year ahead.

Financial Planning Tiers

STANDARD

Meeting Frequency: Semi-Annual

● Online Wealth Dashboard

● Cashflow & Budgeting

● Investment Planning

● Tax Planning

● Retirement & Pension Planning

● Risk & Insurance Review

● Social Security Optimization

● Employer Benefit Review

● Annual Action Plan

 

Fee:   $1,750

0r

$145/month

*12-month minimum

 

PREMIUM

Meeting Frequency: Semi-Annual

 Standard Package plus two (2) of the following:

● Education Funding Planning

● Advanced Estate Planning

● Outside Investment Guidance

● Stock Option Analysis

● Business, Rental, Entity Planning

● Complex Trust & Insurance Strategies

● Charitable Giving

 

 

Fee:   $2,500

0r

$208/month

*12-month minimum

 

PREMIUM +

Meeting Frequency: Quarterly

 Standard Package plus three (3) or more of the following:

● Education Funding Planning

● Advanced Estate Planning

● Outside Investment Guidance

● Stock Option Analysis

● Business, Rental, Entity Planning

● Complex Trust & Insurance Strategies

● Charitable Giving

 

Fee:   $3,500

0r

$292/month

*12-month minimum

Contact us today to discuss your financial aspirations.

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