Relationship Based / Fee Based Financial Planning

If you want to establish a direction for your financial life, a plan may be the model for you.   

Financial Planning is  designed to help you achieve your specific goals. We will work with you to design a roadmap, starting with a full assessment of your financial situation and goals. Each plan includes specific action items to help you achieve those goals. This is not a product or investment. While developing your plan, we usually consult with  your other advisors (CPA, Attorney, etc.).

A Financial Plan can help you with:

• Cash Flow Strategies
• Reduction of Taxes
• Legacy Planning / Wealth Transfer
• Estate Planning Solutions
• Early Retirement / Saving for Retirement
• Risk Management
• Ownership & Beneficiary Strategies for Tax Planning

Click on the video below to learn about our unique financial planning process: