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INDIVIDUALS

Personal Financial Planning Services

Investment Management

Wealth Management

Retirement Planning

Estate Planning

Specialized Financial Planning Reports

401k Contribution Limits

  

Personal Financial Planning

Our approach to personal financial planning answers the following questions:

  • Am I (and my family) financially secure?
  • Can I attain my objectives and be financially independent?
  • Am I making the best use of my resources?

To answer these very personal questions, we offer financial planning that recognizes the differing needs, objectives, and resources of our clients. Our financial planning method consists of four steps:

  1. Fact Finding: We collect information from you to understand your objectives and to review your resources and financial arrangements.
  1. Evaluation of Opportunities: We provide you with a list of opportunities that are available to you, along with a cost/benefit analysis of each. This will help you to assess the value of each planning opportunity.
  1. Two types of plans:
    1. A Target Plan that addresses specific issues (retirement, business, or estate planning)
    2. A Comprehensive Plan that addresses the following issues simultaneously:
      1. Financial Statement
      2. Cash Flow and Net Worth
      3. Risk Management
      4. Income Tax Planning
      5. Business Planning
      6. College Funding
      7. Retirement Planning
      8. Investment Planning
      9. Estate Planning
  2. Implementation: We provide you with a report containing a list of all your options and a list of the steps necessary to implement the plan.  We will help you implement the plan by meeting with your accountant, attorney, or other advisor, select products, or manage your assets.
  1. Review: We recommend reviewing your plan with us every three to five years.

We invite you to talk with us about your financial planning needs. During your no fee initial consultation, we will design a customized approach to your financial planning needs as well as provide you with an estimate of the cost of financial planning. Please call us at (734)994-1188 to arrange an appointment.