Do you have a financial plan? According to MoneyGuidePro.com, only 3 out of 10 people have a financial plan. Let us help you get on track towards your financial goals.

We will look at your entire financial picture and do a holistic assessment to see where your strengths are and where you may have some weaknesses that we can help you with. We then use the information from this assessment to help craft your overall grand plan.

  • Are you concerned about running out of money during retirement?
  • What will your monthly income look like during retirement?
  • Are you taking too much risk?
  • Do you have too much uninvested cash?
  • Are your investments keeping up with inflation?
  • Have you factored in the potential cost of long-term care?

Planning does not have to be expensive—our Basic Financial Plan costs $500. Additionally, we waive this $500 Basic Financial Plan fee when clients hold assets of 500k or more in accounts through our firm. However, other investment management fees may apply.

Partner with an expert
No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. 

The process starts by examining the wealth strategies universe and its modules:

  • Accumulation: how to target asset growth
  • Retirement planning: how to target distribution of your assets in a tax-advantaged way
  • Estate planning: how to preserve your assets
  • Risk management: how to protect your assets
  • Business planning: how to grow and manage your business
  • Taxation: how to minimize your tax burden

Create a comprehensive plan
By exploring each module in detail, we’ll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we’ll assemble an implementation plan for your financial future.

Results for the long haul
Wealth management is more than just assessing where you need to go, developing a strategy to get there, and executing that strategy. It’s also about monitoring your progress over the long term. We recognize that as your life changes, your financial needs will also change. Together, we will anticipate significant life events and incorporate them into your strategy. When unplanned events happen, we will evaluate them together to determine their impact. We will contact you to set up periodic meetings. By tracking your progress together on a regular basis, we can update your wealth management plan to address changes in market conditions as well as your evolving needs.

Support your financial goals
Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. Also, our partnership with Commonwealth Financial Network®, leading Registered Investment Adviser–broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service. Furthermore, we partner with MoneyGuidePro® and Fidelity® Retirement Income Evaluator—cutting edge financial planning software.

Let’s make a plan today.