Financial Planning

Successful financial planning inherently assumes that everyone’s individual financial and life circumstances are unique. We believe financial planning is more of a process than a destination. That process is based on your goals, which serve as the foundation for your financial life, and become the measure against which we base financial decisions for you and your financial plan.

We begin our process by learning about you, your goals and your family’s financial history. Then we work with you to gather data about your risk-tolerance level, cash-flow needs, tax situation, and other factors that may affect your finances over time. We understand that each client faces a different set of financial challenges, depending upon their life stage and personal situation. Once we’ve gained a thorough understanding of your needs and goals, we create a foundational plan that will best achieve your objectives, and provide direction and clarity in all your financial matters.

Even after we’ve created your plan and made recommendations to implement it, we stay in regular communication with you and, if requested, perform ongoing analysis. Our clients’ financial plans are never complete because of the changes that occur over time, in their lives and personal goals, as well as in tax laws and in the performance of their various assets. Your plan will help you gain and maintain ongoing confidence to achieve your long-term goals and is designed to take into account a variety of future scenarios.

Among the many components of your financial plan are:

  1. Retirement Planning
  2. Estate Planning & Trusts
  3. College Funding
  4. Business Succession Planning
  5. Risk Management
  6. Stock-option Planning
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