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Our goal as financial planners is to help you plan for financial security.  Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.

The process we follow in completing a total financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance,

  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future, and

  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

The financial plan we create together will help you answer questions such as:

  • When can I realistically retire?
  • What will my healthcare costs be in retirement?
  • What are my retirement plan distribution options?
  • How can I maximize my pension and Social Security benefits?
  • Do I need disability income insurance? Long-term care insurance?  Additional life insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

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