Financial Planning

Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals. We will help you determine your net worth and plan a workable budget to meet your expenses. Our financial planning services include asset allocation counseling, retirement planning, college funding, estate planning, and many more.

  • Asset Allocation Review
    Our firm will perform a custom portfolio analysis and review the risks and returns of specific assets including stocks, bonds, cash, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals, time horizon, and risk tolerance into account.
  • Retirement Planning
    It is never too early to start planning for retirement. If you want to live the same lifestyle–or an even better one–than you do now, you need to start planning for retirement…NOW. We will help you compare the relative benefits of stocks, bonds, and other retirement assets, and will explain the differences between such retirement plans as standard IRAs, tax-deferred annuities, and Roth IRAs. We can analyze your projected income and expenses and suggest asset allocation funding techniques to help you ensure your golden years 10, 20, and even 50 years from now live up to your expectations.
  • Employee Benefits, Pension, and Profit-Sharing Plans
    Choosing and administering benefit plans for your employees is often a complex process. Our firm can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company’s financial and business goals.
  • Estate Planning
    We offer estate planning services to help you minimize federal and state estate tax liabilities, and to determine if you will have a deficit or surplus of assets after taxes and settlement costs have been resolved. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.
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