When you tally the actual cost of your financial goals—buying a house, funding your children’s education, starting a business, planning for a secure retirement—does the total add up to hundreds of thousands of dollars? It can seem daunting, to say the least. Financial planning strives to help you reach your goals by making your money work for you. Click on some of the videos and articles below to get a better understanding of what we can do for you. Please give us a call to set up a FREE consultation meeting so that we can start helping you achieve your financial goals!


Financial Planning:

A comprehensive evaluation of an investor’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans.

Retirement Planning: The process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets.

Tax Services: Assessing the tax implications of investments, estate planning, charitable giving and business plans.

Trust & Estate Planning: Working with experienced trust attorneys to set up trusts, insurance trust, foundations or other estate planning techniques to minimize estate tax liabilities.

Major Purchase Planning: Planning for large purchases such as real estate.