Financial Planning
Financial Planning
Through planning, our advisors get to know our clients and their personal financial situations. The result of our planning process is a workable blueprint for success that includes:
- Clarification of priorities
- Identification of available opportunities, or necessary choices, to attain goals
- A charted course to navigate through some of life’s major transitions
Specializations
Our team has substantial business and personal financial planning experience. We assist clients with a variety of financial situations, including:
- Cash flow analysis and budgeting
- Retirement planning
- Stock option, restricted stock and deferred compensation planning
- Investment review
- Insurance review and risk analysis
- Balance sheet review and consolidation
- Tax planning
- Education savings planning
- Investment strategies
- Estate planning and trust funding/multi-generational strategies
- Legacy/Philanthropic planning
Implementation
When it comes to financial planning, implementation is key. We collaborate with specialists and experts, including insurance providers, attorneys and accountants, to make sure that your financial team is coordinated toward implementation of recommendations.
The final plan and its implementation are customized for each client’s unique situation – working efficiently to yield desired results. We do this with our clients’ best interests in mind. As a fee-only fiduciary, we do not receive compensation based on the purchase or sale of any financial product.