Wealth Planning

Our wealth planning process begins with a values discussion; what is important about money to you? From there we will help you establish specific financial goals and timelines and we will provide you with a well thought out strategy to pursue those goals by the target date. This strategy will take into consideration every aspect of your life and the many moving parts, and it will be reviewed and updated at least annually to provide you with the most relevant feedback. In addition, we offer complimentary focused wealth plans, that will first determine your Family Index Number, we will Assess Risks, perform a Cash Flow Analysis, and optimize your Social Security Benefits withdrawal strategy.