Services We Provide

Our approach to personal financial planning is relationship based.

The CFP Practitioners and firm perform personal financial planning related to the following areas:

Cash Management – evaluating monthly cash flow, budgeting, debt management, etc.
Risk Management – evaluation of insurance needs and coverage.
Tax reduction strategies – looking for ways to help reduce your tax liability.
Investment strategies – evaluating your investment portfolio with respect to performance, risk, and diversification in light of your goals, objectives, time horizon and risk tolerance.
Retirement planning – assessing your income need in retirement, your current retirement assets and contributions, and other sources of retirement income.
Estate conservation – evaluating your estate planning needs and current plan.

The planning process consists of the following steps:

Identify your current goals and objectives. Record personal information about you and your family.
Collect and analyze your information such as financial statements, tax returns, investment statements, insurance policies, employee benefits booklets, wills, trusts, etc.
Present a report in light of your current situation and goals, including recommendations for strategies for moving towards your goals and objectives.
Implement a comprehensive strategy.
Monitor and evaluate your plan, including meeting with you annually to report and evaluate.Be available to provide service to you as needed.

Seminars / Workshops (Click Here For Dates):