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Financial Planning

Unsure of your financial future?


How would it feel to know that you are on the right path?

A well-developed financial plan is vital to the health and security of your family’s future. When you Plan with Us we work with you to understand your unique circumstances and help you achieve financial well-being.

Building a custom tailored financial plan provides you with a roadmap that many people don’t have the time to develop on their own.

As a strategic financial coach we provide you with clear answers to your questions and will work with your attorney, accountant and other professionals to help you bring your plan to fruition.

We empower you to make informed decisions about your finances, focusing on six areas of financial planning:

1 | Financial Position

  • A review of your financial position provides a better understanding of where you are right now. This financial picture will address your balance sheet, cash flow and debt management and if savings are balanced and appropriate for meeting your goals.

2 | Risk Management

  • Analyze your situation and help find ways to protect your income, assets and, if you’re a business owner, your business, at every stage of your life and as circumstances change.

3 | Wealth Accumulation

  • Design a strategy to help you invest your assets in order to meet your financial goals by taking into consideration your personal situation and tolerance for risk.

4 | Tax Management

  • When applied appropriately in conjunction with a financial plan, tax strategies can help reduce the impact of taxes on investment returns and income. While only your accountant or attorney may provide tax or legal advice, your financial planner can work with them to coordinate a plan that best suits your needs.

5 | Retirement Planning

  • Obviously, the earlier you start saving, the more flexibility and freedom you’ll have to choose the when, how and where of retirement. If you’re a business owner, your financial planner can show you how to take advantage of retirement strategies to help maximize your retirement savings while offering plans that can reward and retain top talent. And even if you’ve already retired, your financial planner can help to ensure that your savings continue to work for you.

6 | Estate Planning

  • Proper estate planning can help you to pass on more of your wealth to your family and charities than to taxes. It can take into consideration the special concerns of young families with minor children, business owners who need to address succession planning or grandparents who’d like to help the grandchildren go to college.