If you are over 50 you should have a professionally prepared retirement plan. We help you answer the questions:
Will I have enough to succeed in retirement?
Where are all of my assets?
Will my current investments help me achieve my retirement goals?
Do my beneficiaries match my intentions?
Do I have enough insurance?
Who will help my spouse organize my financial matters in an emergency?
We help you stay on course.
Depending on your needs, our financial planning services may address one or more of the following: retirement planning, budgeting, estate planning, IRA management, college planning, gifting strategies, risk assessments, insurance planning, and tax planning. We use conservative assumptions and realistic projections to help minimize your total financial risk. At the beginning of our relationship, it is very useful to prepare a snapshot of where you stand and to plan what it takes to meet your goals. Thereafter, we help monitor your progress to help keep your family’s financial goals on track.
We are good explainers.
We like to answer questions and deal with your concerns on a timely basis. While our clients are intelligent, the array of available financial services can be quite confusing. Whether your concerns are how to best buy a car, refinance your house, settle an estate or organize your charitable giving, we strive to analyze and answer your financial questions as part of our overall financial planning relationship.
We are great organizers.
Our clients are typically busy people – we respect your time and will deliver our services to you in a dependable and timely manner. In addition, we always simplify and prepare financial paperwork for your review. We can also organize your IRA withdrawals to meet your cash flow needs and will monitor your capital gains and losses for tax purposes. We like to work and actively coordinate with your accountant and/or attorney, to ensure that your overall goals are their primary focus. We strive to keep you fully informed and in control of your financial destiny.
We become your financial advocates.
We strive to simplify your financial life and help you achieve lifetime financial security. We help keep you informed regarding changes in regulations, tax laws and investment opportunities. We become your sounding board and investigator for issues that may improve your financial life. Our financial planning and advocacy service can help you.
Contact us for a personalized financial plan that helps you achieve your goals and plans.