Here is how we help you to hit the mark.
1. Fact FinderWe meet with you to hear your financial challenges and goals. We accurately help you document your resources and current portfolio elements. We also discuss your tolerance and risk factors. Understanding these factors helps us to create a financial plan unique to you.
2. Personalized Financial Plan
Our planning team will take your goals and recommend appropriate strategies to suit your vision and objectives. To set you on a course to your goals, we then suggest services and products. Some examples are:
• cash flow/budget management
• estate tax planning
• income tax planning
• personal and small business bookkeeping
• insurance-life, health, disability
• investments, including lifetime income
3. Long term Communication
While we are implementing the plan, our office is available to answer your questions and assist you with moving forward.
• Tax Preparation
• Small Business Book Keeping
• Tax Managment
• Investment management
• Retirement strategies
• Estate conservation
• Insurance and annuity products