CERTIFIED FINANCIAL PLANNER™ Professionals Help You Reach Your Goals

3

Investment Management

As independent wealth advisors, we are able to provide a broad range of investment solutions to help you meet your goals. We will:

  • Evaluate your current position
  • Define your goals and risk tolerance
  • Develop and implement a strategy
  • Monitor progress on an on-going basis

Retirement Planning

Whether you are nearing retirement or still have several years to go, we can help create the plan that is right for you. Together we will:

  • Assess your current financial situation
  • Evaluate current and future income needs
  • Identify and establish sources of income
  • Develop a retirement savings plan
2
2

Retirement Planning

Whether you are nearing retirement or still have several years to go, we can help create the plan that is right for you. Together we will:

  • Assess your current financial situation
  • Evaluate current and future income needs
  • Identify and establish sources of income
  • Develop a retirement savings plan
4

Estate Planning

We want to help you and your family be prepared for the future. A properly structured estate plan will allow you to choose beneficiaries, provide for the management of your assets when you are unable to, and manage estate taxes. We will consider the following:

  • How your assets will be dispersed to heirs
  • How to ease transfer of assets
  • Tax consequences to your family
  • Whether a trust is appropriate

Insurance Planning

Change is inevitable, and that includes changes in your insurance needs. Our licensed wealth advisors can review your current policies and discuss options. We will:

  • Assess your insurance needs
  • Review your current policies
  • Explore available options
5
5

Insurance Planning

Change is inevitable, and that includes changes in your insurance needs. Our licensed wealth advisors can review your current policies and discuss options. We will:

  • Assess your insurance needs
  • Review your current policies
  • Explore available options
1

Education Planning

Planning for education costs can be daunting, but our team can help make it possible. We will:

  • Review your education goals
  • Analyze available resources
  • Determine appropriate saving options