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Personal Financial Planning

"Failing to plan is planning to fail." - Alan Lakein

All-Inclusive Financial Planning

We cover a wide range of financial planning topics. These areas include:

Investment Planning

Retirement Planning

Income Preservation & Risk Planning

Cash Management Planning

Estate Planning

Legacy Planning

Tax Reduction Strategies

Planning for Business Owners

Guiding you through life's transitions

We specialize in helping people who are going through a major transition in life. These can include:

RETIREMENT

The idea of retirement can conjure up thoughts of sipping cocktails on an exotic beach in Bora Bora and never having to work a day in your life again. But for many, it also creates stress about the unknown. Where am I going to get a pay check? Am I going to run out of money? When do I take Social Security to maximize my benefit? And on and on... This is where we can help to take the uncertainty out of one of life's biggest joys. 

CAREER CHANGE

Career change can create unnecessary anxiety and financial concern. With proper planning, you can extend your financial runway. We can help guide you by taking advantage of tax planning opportunities and effectively transition your company benefits. Calming your financial concerns can help you focus on your next career move. 

LOSS OF A LOVED ONE

Losing a loved one can turn your life upside down. It's easy to feel overwhelmed with the need to make final arrangements and settle the estate. Our team can help guide you through the timing and key tasks that are typically undertaken by those responsible for settling an estate. Most importantly, we help you understand what needs to be done now and what can be put off for a future time. That way you have the time and space you need to process your loss. 

DIVORCE

There's no sugar coating it. Divorce can be devastating, both financially and emotionally. And, although it may seem like it, the world is not coming to an end. Your world is simply changing. You may be feeling confused and anxious about the future. We have Certified Divorce Financial Analyst® credentialed advisors on staff to help add clarity during these uncertain times.

SALE OF A BUSINESS

Selling a business can be an exciting and challenging time in one's life. It's more than just the dollars and cents of the transaction. It comes down to setting goals so you can move forward into the next stage of your life or career. We can help take some of the confusion out of the process, so you can enjoy everything you worked so long and hard for. 

FINANCIAL WINDFALL

Many people see a financial windfall as a rare occurrence like winning the lottery. However, those circumstances are very rare and financial windfalls are usually the result of a much more modest event such as receiving an inheritance, a life insurance payout, selling a property or getting a cash settlement. So whether it's winning the lottery or something more modest than that, you should seek professional guidance to talk you through the next steps. We can help you make informed decisions during an emotional time like this.

ADVICE IS FREE.  GUIDANCE IS PRICELESS.  LET'S START TODAY!

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