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Our Comprehensive Financial Planning Services

Financial Planning

While it is easy to get caught up in the state of the economy or the latest “hot” investment, we believe passionately that the way you invest should be aligned with where you are in your life… not with the short-term ups and downs of markets.

You should have a financial plan to help you manage your opportunities, needs, concerns, and goals for both today and tomorrow. A good plan should help you:

  • Protect and provide for your family
  • Enjoy and protect your lifestyle
  • Plan ahead for your needs and wants
  • Create financial comfort
  • Build a legacy

Retirement Planning

One of the most important decisions you make in life occurs at the point in time when you declare your retirement and replace your regular, earned income with a steady income from your investment accounts to support your “Golden Years.” You want your retirement to be full of great memories regardless of how you choose to spend them.

A good retirement income strategy creates “buckets” of investments appropriate to the time frame in which the income need is anticipated. This is not a one-time event. It’s a fluid, adaptive strategy that has been repeated again and again by design to give you the lifetime retirement income you’ve worked so hard to accumulate.

Investment Management

Investing to reach your goals means gathering as much experience and help on your side as you can. Using scientific and academic research have taught us that there are six important decisions that must be made when building and managing investment portfolios:

  1. Asset Allocation
  2. Portfolio Design
  3. Investment Manager Selection
  4. Portfolio Construction
  5. Tax Management
  6. Risk Management

Insurance Analysis

As significant life changes occur, we will evaluate your insurance needs to help ensure you are not unnecessarily exposed. As part of our ongoing process, we will assess your life insurance, long-term care insurance, disability income insurance, and asset protection needs.

Professional Coordination

The financial services industry offers an array of services and covers multiple disciplines. As a result, we actively collaborate with other professionals to help with your immediate and long-term financial needs. We firmly believe that this coordinated approach best serves your needs and allows us to provide you with recommendations for professionals if a need arises.


Regular communication is the key to ensuring that we stay on track with your financial goals. We will reach out to you on a semi-annual basis to review your current situation and any life changes. Reviews meetings can be in-person, online or phone calls, focusing on portfolio updates, stock market reviews, and life events that may have altered your needs. We urge you to reach out to us if a significant life event has occurred, as we’re committed to helping you remain on track.

Visualize the Possibilities

Visualize the Possibilities

Asset-Map® is a tool that allows us to visualize your complete financial inventory on one page and inform progress to financial goals.

With intuitive mind map-like diagramming, you can see and understand your finances like never before and as a result, make better decisions about your financial future.