Comprehensive Financial Planning

• Can I retire?
• Can I help my kids with school payments?
• Do I have enough money to leave my job and start my own business?
• Can I afford a vacation property?
• Rent or buy?
• Lease or own?

These are all questions that we face every day. A simple internet search won’t answer your questions because it doesn’t know your situation. Talking with a professional can help. Comprehensive financial planning involves looking at your situation, your income and expenses, your goals, your timeline, and much more. It can help you determine your plan of attack to get the future you deserve!

Investment & Financial Management

• In what securities should I invest my retirement account (401k, 403b, SEP IRA, Traditional IRA….)?
• I left my job, what should I do with my 401k/403b?
• What should I do with excess cash in my savings?
• How do I pay down my student loan debt?
• What should I do about my credit card debt?
• How do I begin a savings plan?

Getting the right advice on these questions can help you to take the necessary steps towards financial success. The experience we have developing the answers to these questions can help to put your mind at ease that you are making informed choices.

Insurance Planning

• Will my family be financially stable if I die?
• How much insurance should I get?
• Should I look at private insurance, or buy through my work benefits?
• What is Long Term Care insurance and when/why should we purchase it?
• Do I need Disability insurance?

Decisions about insurance can seem overwhelming and overblown. A comprehensive financial plan allows us to determine what insurances we would recommend for your situation, as well as how much, and for how long.