Financial Planning

Financial planning is much broader than portfolios and investment management. It is the “glue” that holds your entire financial picture together. Our comprehensive approach to creating your plan considers all aspects of your financial situation.

The plan is a financial roadmap that defines where you are, articulates your goals and objectives, and provides recommendations about what steps to take to achieve those goals.

Areas of planning may include:

  • Retirement planning
  • Estate planning
  • Education funding
  • Insurance reviews
  • Tax planning
  • Investment reviews

We all know that change is a constant. We regularly review the plan to ensure that it stays current with life transitions.

Whether it’s a new job, sale of a business, passing of a loved one, marriage, divorce, inheritance or whatever else may come along, we are there to help you address the impact on your financial life.

Professional Network

In our role as your financial planner, we coordinate all aspects of your financial situation and make sure they are all working well together. We can either work with your existing professionals or recommend trusted accountants, attorneys, bankers, insurance agents and other financial professionals from our extensive network.

Investment Management Approach