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Planning

Our Financial Advisors are dedicated to providing you with a comprehensive plan to help you meet your financial goals. Financial planning is not just about retirement. It’s about planning for all of life’s major financial milestones.

Our Process:

  1. We’ll start by asking questions and helping you create a list of goals.
    • Do you want to buy a house? How much money will you save for a down payment?
    • Do you want to pay for your kids to go to college?
    • Do you want to open or expand your business?
    • Do you want to retire early or at a certain age?
    • Do you want to travel in retirement?
    • Is it likely that you or your spouse need to have long-term care?
  1. Then we’ll help you prioritize them.
    • Is it more important to save for Retirement or save more money for my kids college fund?
    • Do I want to retire early or be able to travel more once I retire?
  1. Finally, we’ll take all the information you’ve given us about your goals, priorities and your financial situation, and we’ll create a plan to help you achieve your goals. We’ll also meet with you annually to discuss the progress towards your goals, or discuss if we need to reprioritize your goals based on new life challenges or changes.

Our goal is to help provide you with the financial guidance and expertise you need to create the life you want – both now and in retirement.

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