Fee Based Personal Financial Planning

Financial planning is at the core of the services we provide to individuals and families seeking to build, preserve and manage wealth over time.

Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan designed to pursue multiple financial and lifestyle goals.

Our four-step process guides you along the path toward financial independence, ensuring you can pursue your goals with confidence.

Discovery

Gaining a firm understanding of your current situation and future goals is important to the overall success of the financial strategy we develop. We listen carefully to discover your needs, determine your risk tolerance and begin to identify the proper path for your unique circumstances.

Education

After we analyze and assess your current financial situation, we educate you on the marketplace and potential strategies that can help you meet your objectives.

Recommendation

We share all our findings with you and work with you to select the strategies you feel most comfortable with as we develop a financial plan aligned with your vision for the future.

Implementation and Active Management

Once you are satisfied with the path we recommend, we not only implement your plan, but review and monitor it on an ongoing basis to ensure you are staying on track.