Financial Planning

Our advisors offer comprehensive, fee-based financial planning to assist clients and their families with ongoing advice and monitoring in an effort to reduce market risk, minimize taxes, retire comfortably, and provide a legacy. Our advisors design customized strategies to help you reach your goals. During the financial planning process, we analyze Six Fundamental Areas of Wealth Management: Financial Position, Protection Strategies, Investment Strategies, Tax Strategies, Retirement Strategies, and Estate Planning.

After the analysis, we provide recommendations and if desired, we continually monitor your portfolio to make sure you stay on-target toward your long‐term goals. Using financial planning software, you’ll have access to your written, comprehensive plan, complete with personalized recommendations and in-depth, thorough analysis.  You’ll also have the option to access your own personal website, which is an aggregated platform that links all of your assets, investments, and liabilities in real-time.

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Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them