Financial Planning

Comprehensive financial plans that provide a clear road-map for your financial future. Specific goals and needs are addressed, and the client is presented with several "what if" scenarios. The plan itself is easy to read, written in plain English with clear action plans. All financial plans cover the following areas, as applicable: asset class and fund allocation, retirement planning, Social Security benefit maximization, tax planning, education planning, insurance planning, cash management, and estate planning.