Broker Check

Planning Services and Process

“It Only takes 2 things to succeed as an investor – first, having a reasonable plan, and 2nd, sticking to it.”

-Warren Buffett

“We offer a comprehensive, goals based financial and investment planning process. The first step is a conversation for us to determine if we are a good “fit”and can provide you with the services you need.”

A. Where are you today?
How are you currently invested? How much risk are you taking? How much are you being charged? Do you have a written investment policy or plan? Have you established a personal “benchmark”? Do you understand what you own and why you own it?

B. Where do you want to go?
What are your short-term and long-term financial goals?

C. How do you get there?
How much money will it take and how should the money be invested in order to give you the highest odds of reaching your goals with the least amount of risk?

  • Financial planning
  • Retirement income strategies
  • College tuition planning
  • Social Security optimization services
  • Charitable giving strategies
  • Trustee services
  • Insurance services
  • Estate planning. 401(k) investment allocation assessments.401(k)
  • 403B Rollover services.

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