Bringing all the pieces of your financial life together
Family is the basic unit for our society, and financial planning for sufficient cash flow today and in retirement, is the key to success. You’ll find that our conversations go above and beyond just asset allocations. Our conversation is based on cash flow with a focus on producing highest possible net after-tax retirement income with high degree of certainty.
Benefits of planning
As more asset accumulate over time it is often not possible to consistently find the time to balance both family life and fully research all investment options. When you are financially responsible for those you love, it is often beneficial to engage a financial planning professional to bring clarity to your finances, develop clearly defined long and short term goals with a strategy to bring them all to reality.
• Calculate your net worth
• Avoid financial setbacks
• Deal with major life changes
• Avoid debt and credit problems
• Decide where to put your money
• Calculate your net worth
• Avoid financial setbacks
• Deal with major life changes
• Avoid debt and credit problems
• Decide where to put your money
Asset Protection
Insurance review
Emergency funds
Employee benefit maximization
Emergency funds
Employee benefit maximization
Investment planning
Stock grants, options, and ISOs.
Integration of real estate assets
Capital needs analysis
Asset allocations
Risk management
Integration of real estate assets
Capital needs analysis
Asset allocations
Risk management
Tax Considerations
Tax diversifications
Current and deferred tax liabilities
Managing life’s two certainties
Reduce tax burden
Current and deferred tax liabilities
Managing life’s two certainties
Reduce tax burden
Retirement planning
Distribution planning
Retirement plan optimization
Aging and elder care
Risk reduction
Retirement plan optimization
Aging and elder care
Risk reduction
College Planning
Understanding scholarships and financial aid
Advanced strategy beyond 529 plans
Advanced strategy beyond 529 plans
Estate Planning
Trusts and wills review
Beneficiary designations
Life-time gifting strategy
Inheritance and other windfall
Charitable planning
Beneficiary designations
Life-time gifting strategy
Inheritance and other windfall
Charitable planning
| Complementary copy of CFP Board Consumer Guide to Financial Planning |
Intention and outcome
Clarity in pursuit of your financial goals
Financial Prudence and Mastery
Educated decision making process
Maximized wealth building potential
Intelligent long term tax strategy
Coherent and Strategic Preparation
Freedom of choice
Achieve and Maintain Financial Balance
Financial Prudence and Mastery
Educated decision making process
Maximized wealth building potential
Intelligent long term tax strategy
Coherent and Strategic Preparation
Freedom of choice
Achieve and Maintain Financial Balance
