Services2017-03-17T12:05:00-05:00

Financial Services

Our holistic approach ensures that we look at all aspects of your financial life in order to create a plan that works for you. Your financial plan is a living, breathing document that needs to keep up with the changes in your life.  Below is the full array of services that we offer:

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Debt Elimination

Debt Elimination is the key to unlocking your financial freedom . Learning the steps to systematically eliminate your debt will allow you to take complete control of your financial future.

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Retirement Planning

Saving for retirement can seem confusing at first. Working with a Financial Planner can help you navigate this journey whether you are just starting out, mid-way through your career, planning for retirement or already retired. The main thing to do is start where you are and build a financial roadmap.
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Estate/Legacy Planning

Preserving wealth from one generation to the next is a very complex and intricate process. Working with an experienced Financial Planner can make the difference in a well-thought out and executed plan that can be shared with your heirs and any charitable organization that you so designate.
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College Planning

You can never start too early planning for your child’s college. Decide on the type of college plan you want. You can choose from 529 college savings, brokerage account, or custodial account. We help you decide which type of college plan is best for your family.
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Investments

Investing is such a basic thing that everyone needs to do but most people procrastinate. The earlier you start, the better off you will be. The important thing to remember is you start right where you are! Investing is just one part of your overall financial plan. The goal is to create several buckets of money for future. We work with you to build a financial roadmap to help you choose the investments that work for your particular situation.
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Insurance

Planning for financial risk is the core of financial planning. Most people, when asked, really don’t understand financial risk and so get whatever is suggested to them by their agent. We take an in-depth look at all of your insurance to see if you have gaps, over/underinsured, and where you might be able to more efficiently provide coverage for you and your loved ones.
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Small Business Retirement Plans/Business Succession

We can help guide you along the path to—and through—retirement. No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms.
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Special Needs Planning

Planning for a loved one with special needs can be a daunting task. Your advanced planning will help speak for one that may not be able to effectively speak on their own behalf. With advances in medicine and services, the life expectancy of those with special needs has increased. You want your plan to cover your loved ones for the rest of their lives.
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Non-Traditional Family Planning

Today’s families look very different than they did even a decade ago. Non-traditional families include all of the following:

  • blended families;
  • grandparents raising grandchildren;
  • parents raising children and caring for aging family members;
  • same-sex or non-traditional gender partners who are prohibited from marrying;
  • same-sex or non-traditional gender partners who are legally married (or civil union) according to a state’s law;
  • opposite-sex partners who choose not to marry for varying reasons.

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