Financial Planning

Financial planning is the process of meeting your short and long term life goals through the proper management of your finances.  Life goals can include buying a home, saving for your child's education or planning for retirement.

What areas are addressed in a comprehensive financial plan?

While every client, and therefore every plan is unique, the following are the main subjects that may be addressed in a financial plan:

  • Tax Reduction Analysis
  • Estate Planning
  • Retirement Planning
  • Education Funding
  • Risk & Insurance Analysis
  • Investment Allocation & Analysis
  • Other specific client needs

Why is a comprehensive plan important?

All of your financial decisions are interrelated.  Each financial decision you make can affect several other areas of your life.  For example, an investment decision may have tax consequences that are harmful to your estate plan.  Or a decision about your child's education may affect when and how you meet your retirement goals.  


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