Making every dollar count
When we create a financial plan we want to be thoughtful about what it entails, and we want it to last. We’re particular about who and how we help, because our standards are so high, and we think that’s important for your plan.
The areas we address include: Net worth statement, cash flow analysis, education planning, investment risk tolerance, portfolio stress test, portfolio evaluation, retirement income analysis, life insurance review, long term care review, property & casualty and liability insurance review, long term taxation analysis, income tax analysis, tax credit review, estate planning, charitable/ philanthropic legacy strategy and more.
That’s a lot.
Everyone’s plan is different, and some of those areas may not be a big concern for your plan, just know we cover them, and we’ll discuss YOUR plan when you book a consultation.