Personal Financial Planning

Creating Financial Freedom!

Building and preserving your personal wealth requires specialized attention. You will receive one-on-one guidance and a comprehensive financial plan that will help manage risk, improve performance, and ensure the growth and longevity of your wealth.

We can help you:

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

  • Pay for your child's college education by accurately estimating the amount of money you will need, analyzing your assets, reviewing estimated shortfalls, and considering general alternatives and strategies to help address these potential shortfalls. We will develop an optimal savings plan given your financial situation and risk tolerance.

  • Protect your family in case you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home and auto insurance coverage. We also review your will and various powers of attorney documents designed to take care of your affairs in the event you are incapacitated and cannot manage them yourself.

  • Achieve your investment goals by identifying the steps needed to maximize your investment returns, as well as the steps needed to help minimize your risk while building increased predictability for your investment returns.

  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees and court costs. Minimize the costs of probate, creditors, lawyers and estate taxes, which can negatively impact the value of your estate. We also help you remain in control of your affairs by providing a road map for passing your estate on to your heirs.

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a free consultation below.

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