Financial Planning

There is more to financial planning than just choosing which investments you should have.  What is important to you?  When do you want to retire?  How do you feel about risk?  How much should you be saving?  What can cause you to not reach your goals?   What happens if you can no longer work?  Do you have enough money in your emergency fund?  What type of account(s) should you be saving in?  Are your beneficiaries correct?   How will taxes affect your results?  These are just some of the questions that are addressed when we you are working with us for you financial planning needs.

Comprehensive financial planning takes into consideration insurance planning, retirement planning, college planning, tax planning, budgeting, income planning, and any other aspects of your financial well-being.  

By communicating with your tax professional, attorney, mortgage broker, insurance agent, and any other of your financial professionals, we can help you work towards your financial goals more efficiently.  It is not how much you earn, it is how much you keep.