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Financial Planning

Client Centered

Client Centered

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We always put service before products; we would rather earn your trust and deserve your referrals than ever sell you an inappropriate or unneeded product.

We will then work with with you to develop a holistic Financial Plan, going beyond just investing, to touch on many facets of the financial planning process. 

Our core goal is working with you to develop and implement that Financial plan, regardless of what phase of your life you are in. 

So, what phase of the planning process are you in? 

  • Accumulation Phase: You are earlier in your career and saving for your retirement

  • Preservation Phase: You are getting close to retirement and, while still saving, you want to protect against a significant market correction

  • Distribution Phase: You are retired and beginning to supplement your social security and/or pension income with withdrawals from your savings

  • Transfer Phase: You are thinking about your legacy

Each phase has its own goals and challenges and we will work with you to help set the appropriate goals and then develop a plan to improve your chance of achieving those goals.