Financial Planning For Individuals & Families

The best time to begin your financial planning is as early as possible. The sooner you begin to develop a financial plan, the more likely you are to be able to reach your financial goals by your target date. And with frequent updates along the way, you can be proactive in addressing any unexpected financial event that could adversely affect your plan.

College Savings Planning

The costs of college have been increasing at a rate much higher than inflation. That’s why it’s more important than ever to begin saving for your children’s education as early as possible. Together, we’ll develop a savings plan that will help insure that the education goals for your children will be achieved. We’ll also analyze the potential benefits of the various tax deferred savings plans and tax credits currently available.

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Risk Management and Insurance

The goal of risk management is to identify potential risks to your financial well being, and find ways to mitigate those risks.

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Planning for a Major Purchase

We can help design a savings and investment plan for any major purchase you may have in mind. This could be a new home, a vacation home, a new car, a new business, etc.

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Retirement Planning

This can be one of the most difficult and complicated issues we all eventually face. It’s pretty clear that Social Security alone doesn’t come close to meeting all of your retirement needs. So how much should you be putting away each month so that you don’t have to worry about running out of money during retirement? And where should you be investing your money so that it is earning the maximum return? We help answer these questions and more so that you can reach your financial goals and enjoy your retirement years.

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Tax Planning

Good planning can have a substantial impact in reducing the taxes that you pay. We review your current tax situation and make sure that you’re taking advantage of all opportunities available within the current (and frequently changing) tax laws.

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We can help you prepare a budget that you can use as a guideline for spending and saving. A good monthly budget can help ensure that you pay your bills on time, have funds to cover unexpected emergencies, and reach your financial goals.

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