1. Comprehensive Financial Planning
This phase begins with defining our client’s financial goals. In addition to planning for retirement income, we work with clients to plan for various major purchases and expenditures including purchasing a home, funding children’s education costs and establishing a legacy fund. Lastly, we develop a plan by offering advice in the following areas:
- Cash Flow / Budget
- Investment Strategy
- Employee Benefits
- Retirement Planning
- Tax, Insurance & Estate Planning