Financial Planning

 

default

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.

default

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.

default

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.

default

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.

default

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.

default

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.

default

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.

default

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.

default

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.

default

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.

default

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.

default

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

 Access to Certified Financial Planners

Online Wealth Dashboard

Quarterly: Personal Finance News & Tips 

● Cashflow & Budgeting

● Investment Planning

● Retirement & Pension Planning

● Risk & Insurance Planning

● Social Security Optimization

● Employer Benefit Review

Annual Action Plan

Fee:   $2,100

0r

$175/month

*12-month minimum

 

PREMIUM

Meeting Frequency: Semi-Annual

Access to Certified Financial Planners

Online Wealth Dashboard

Quarterly: Personal Finance News & Tips

 Standard Package plus two (2):

● Education Funding Planning

● Tax Review & Tax Planning

● Outside Investment Guidance

● 401k, 403b, SEP, SIMPLE Guidance

● Estate Planning Review & Checklist 

Annual Action Plan

Fee:   $2,700

0r

$225/month

*12-month minimum

 

PREMIUM +

Meeting Frequency: Quarterly

Access to Certified Financial Planners

Online Wealth Dashboard

Quarterly: Personal Finance News & Tips

 Premium Package plus two (2) :

● Education Funding Planning

● Advanced Estate Planning

● Stock Option Analysis

● Business, Rental, Entity Planning

● Complex Trust & Insurance Strategies

Annual Action Plan

Fee:   $3,900

0r

$325/month

*12-month minimum

Contact us today to discuss your financial aspirations.

7 + 4 =