Creating Financial Freedom!
Building and preserving your personal wealth requires specialized attention. Since our firm is relatively small, our clients will get one-on -one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
We help you...
• Retirement Planning: We help you to identify your retirement needs by analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
• College education Planning for your Children: We can assist you to accurately estimate the amount of money you'll need by analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls. We will provide guidance on developing an optimal college savings plan to pursue your children’s educational goals.
• Protection Planning: Protect you and your your family in case of you become disabled by analyzing your needs to ensure that you have adequate funds in a reserve account to meet your short term emergency needs in case of an emergency. We also review your life, disability, health, home, and auto insurance coverage to optimize your ability to achieve your goal of protecting you and your family in the event you are incapacitated and can’t manage them yourself.
• Investment Planning: We will work with you in identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns to achieve your personal financial goals.