Financial Planning

Independent of our Wealth Management Services, we are able to offer Financial Planning.  It is not a requirement to have your investment accounts with us to utilize this service. 

Overall Financial Life-Annual Subscription

  • Review and analysis meetings to document and visualize your full financial picture
  • Risk Analysis: Identify your preferred risk tolerance and asset allocation and compare it to your actual current allocations.
  • Online portal that aggregates all your current accounts in one convenient location
  • Ongoing comprehensive examination of complications that could challenge the preservation of your financial security
  • Preparation of an annual Balance Sheet

Risk Tolerance Review-Hourly Fee

  • Identify risk tolerance score
  • Analysis of current asset allocation
  • Identify difference between risk tolerance and current risk taken
  • Suggest possible solutions 

Retirement Planning-Hourly Fee

  • Identifying, prioritizing and aligning your retirement goals with your budget and fiancial plan
  • Prepare a retirement plan that meets your goals
  • Review of cash flows and contributions
  • Identify and anticipate complications that can derail success
  • Beneficiary review

Estate and Legacy Review-Hourly Fee

  • Review your your current Estate Plan and documents
  • Review of Asset titling
  • Review of Beneficiaries
  • Guidance on appropriate actions after the death of a loved one
  • Philanthropic planning to perpetuate your legacy and foster your passions

LTC and Life Insurance Review-Hourly Fee

  • Review of current Long-Term healthcare strategy
  • Reivew of current Life Insurance strategy
  • Guidance on planned and unplanned life changes
  • Review of possible asset protection strategies
  • Solutions to help meet your needs for disability and life insurance protection
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck