Financial Planning

For clients with more complex financial needs, we provide customized financial planning services.  This level of in-depth planning includes a careful analysis of every aspect of the client's financial life to identify challenges and opportunities, and to understand their dreams for the future. Through this process, we create a detailed plan that includes specific strategies for growth. Once the plan is in place, we keep a constant watch to ensure it continues to be aligned with long-term goals, making adjustments as needed to tackle new perspectives and combat the effects of inflation, taxes, changing interest rates, and stock market fluctuations. Our services in this area include:

  • Cash flow analysis & planning
  • Coordination of wills, trusts, and deeds
  • College funding
  • Estate planning
  • Insurance planning/risk management
  • Investment management
  • Real estate
  • Retirement planning
  • Stock options