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Financial Planning

We believe if you’re serious about your goals, you need to plan for them. It’s been said, “Those who do not have a clear vision of what they truly want simply chase money, with hopes if they get enough, they’ll be happy”.

For many people the scariest day of their financial life is the day they receive their last paycheck. Retirement is the single biggest financial decision most people make.  Can you make a decision so important without planning for it?

We’re here to simplify your finances, give you the ability to make an informed decision and aim to make sure your money doesn’t run out before you do.

Here are the areas we typically address in your plan.

  • Financial and Retirement Planning
  • Cash Flow and Budget Analysis
  • Insurance Planning and Risk Management
  • Tax Planning Strategies
  • Estate and Inheritance Planning
  • Income Distribution Strategies
  • Social Security Strategies
  • Asset Allocation

Planning Process


  1. Know and Understand Client Values
  2. Determine Goals, Objectives and Priorities
  3. Gather Data and Information
  4. Process and Analyze Data
  5. Develop Ideas and Solutions
  6. Make Recommendations
  7. Implement
  8. Monitor and Revise (Update) Plan


  1. Identifies Problems and Solutions
  2. Informed Decision Making
  3. Coordinates/Simplifies Finances
  4. Confidence/Security
  5. Reduces Stress
  6. Tracks Progress

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