Personal Planning

For most people, coordinating their financial life and objectives is becoming more and more difficult in today’s complex society of changing tax laws, inappropriate financial advice and growing financial options. It is important to understand your current financial situation and how independent decisions (such as buying a home, saving for your child’s education, investing, and protecting your assets and income) may be impacting your short and longterm financial objectives. We recognize these challenges and tailor our services to help our clien ts find the best balance between their financial decisions and financial objectives.

Business Planning

If you’re like most business owners, your personal life and business life are practically inseparable. That’s why it’s important for your personal financial objectives to take into account the unique considerations – and opportunities- of owning and operating a business. Eventually your business will be sold or passed on to a family member or trusted associate. You can help make sure all your hard work truly pays off in the end by planning in advance. We can help you get started- working with you to build and implement a comprehensive financial strategy that fits your business objectives- helping protect and grow the business. The result- developing objective, non-product-specific financial strategies targeting your current and long-term goals.

Services Offered:

  • Estate Guidance
  • Investment and Savings Strategies
  • Education Savings
  • Retirement Strategies
  • Executive Benefits
  • Retirement Planning
  • Buy-Sell Agreement
  • Business Succession
  • Business Continuation
  • Key Person Coverage

Services Include:

  • Identifying and establishing financial objectives
  • Gathering data and inventorying information
  • Processing and analyzing the information
  • Reviewing your current financial position
  • Formulating a strategy
  • Implementing the plan
  • Reviewing and monitoring performance and progress
  • Revising the plan to accommodate life changing event

Life has its ebbs and flow. That’s why planning ahead is so important.

Our aim is to give objective financial guidance and to form a long term relationship by providing a continuing source of support, education and service.