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Financial Planning 

Getting Started 

For those who are looking for freedom, simplicity and confidence in working from a Trusted Advisor, Financial Planning might be for you. As a Financial Planning Client, you will work hand-in-hand with an Advisor to clarify your goals and values, acquire advice and create an in-depth plan to help you achieve your goals and live a life focused on the things in life which are most important to you.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Who We Serve

<strong>Retirees</strong>

Retirees

Making sure you don't out-live your assets is key to enjoying a great retirement. 

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<strong>Families</strong>

Families

Gain peace of mind knowing those you care most deeply about are being taken care of.

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<strong>Singles</strong>

Singles

Plan out the life that is most important to you and we'll help create a plan around those values.

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As a Planning Client you will receive a detailed and personalized financial plan addressing ALL aspects of your financial life, which include (among others):

Wealth Management 

In your personal financial lives, everything is connected. We will review each of the moving parts and create a step-by-step plan of action to address them, so you have the highest probability of achieving your goals. 

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Retirement Planning

With so many retirement options out there it may be hard to narrow down which is the best path to take. We will provide guidance for the one(s) that are most appropriate for you.

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Tax Planning

Tax laws are always changing. Working with tax professionals, we can help identify and provide specific ideas for you to keep more of what you earn.

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Insurance/Risk 
Planning

You've worked hard to build the life you have, and it's important to ensure that unusual events or risks don't jeopardize it. If there are potential risks, we'll identify them and discuss ways to protect against them.

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Estate Planning

We will see to it that your wealth will be distributed according to your wishes to those you love most. Through working with other professionals we'll ensure your family is taken care of and the transition is as smooth as possible. 

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Life Event Planning 

Life is full of the unexpected. We want to plan for the ups and downs and help you thrive through life's crazy adventures. By running "What-If" scenarios we can help you put things in perspective as you journey towards a better financial future.

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Charitable Gifting Strategies

Some non-profits are especially important to you, there are lots of ways to exercise your charitable gifting. We will brainstorm with you and suggest tax-friendly options to allow you support those organizations that are important to you.

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Educational Planning

Planning for your children or grandchildren's education expenses can seem quite daunting. We will work with you to determine the most effective strategy for you and your family. 

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As Financial Planners we will walk alongside you now and in the future, updating your  plan over time as your needs and life changes. 

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."