People around table discussing financial planning

About


The simplest ways to financial freedom are through preparation. Yet, effectively preparing for your family’s future can be a difficult job.

Financial Planning Process


1

Risk

Many think about their finances and long term goals, but do not have the time or expertise to consider all the risks that could prevent them from achieving their goals. Putting all the pieces together to maximize short, mid and long-term goals can be very complex. Many do not plan adequately or soon enough to achieve retirement goals. Some ineffectively use the benefits of an available 401(k) and discover they have not saved enough to maintain an acceptable standard of living.

2

Analysis

We start with the basics – understanding what’s important to our clients. Once we have solid grasp on our client’s values, goals and timeline, we start looking at the many different options in the areas of investments choices and planning services. With thorough analysis, we make recommendations to our clients and what we believe will maximize the probability of achieving their goals.

3

Planning

With our planning process, we consider your most valuable assets of time, current income and investments. We develop a plan to maximize the use of current assets and income to help achieve future goals. The sooner we can leverage the factor of time, the better the probability of accumulating the desired level of assets.

4

Service

Consistent service with regular reviews of your retirement plan are critical to keeping you on track to meet your retirement goals. Our advisors are happy to meet with our clients on a bi-annual basis and more if necessary.

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