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):

  • Cash Management
  • Financial Management
  • Retirement Strategies
  • Trust / Estate Plans
  • Other Special Workshops Throught The Year