Comprehensive Financial Planning
A typical financial plan might look like this:
In this scenario, hard work is the tool and money is the goal. The reward is material goods – but is that always the best plan? We aim to provide a more comprehensive financial planning experience for our clients.
We believe that your resources and life goals all lead to a rewarding lifestyle, not focused on the material goods in life. When planning your finances, your time, money, and talent should provide for a lifestyle that gives you peace, happiness, and fulfillment. Money is simply the tool; lifestyle is the goal!
Some of the financial planning services we offer:
- Retirement Life Planning
- Asset Allocation Modeling
- Risk Management
- Tax Management **
- Insurance Analysis
- Long Term Health Care Issues
- Charitable Planning
- Business Succession Planning
- Estate Planning
** We do not provide tax or legal advice.