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    Wealth Management and Financial Planning

    Investment Planning

    Investment planning is an important area that addresses the wealth accumulation phase of your life. 

    Successful investment planning over the long-term takes into account your specific goals, time horizons, and risk tolerance.  

    Our process leads to the development of a customized Investment Policy Statement (IPS) that is client specific and takes into account the items learned in our discovery meeting.  The IPS is designed to document a clear understanding of your goals and objectives of the investment portfolio and to set forth a framework for which the account is structured, implemented and monitored.

    Retirement Planning

    As life expectancies increase and the burden of retirement income shifts from employers to employees, planning for retirement becomes an essential part of financial planning and wealth management.  

    One of the keys to retirement planning is to assess the various risks that impact you after the end of your traditional wage earning years. 

    Our process allows us to determine strategies to help protect against those risks, and work with you to implement prudent sustainable income solutions.

    “Financial fitness is not pipe dream or a state of mind it’s a reality if you are willing to pursue it and embrace it” Will Robinson

    Insurance Planning

    Life is full of critical financial events that are unpredictable and often if left unplanned for, can throw ones financial life into turmoil. 

    Planning for these events and the risks surrounding them is a critical element of financial planning and wealth management.

    Our process includes an insurance review and evaluation of existing “enforce” policies to ensure proper coverage for life, health, disability, long-term care, liability, home and automobile.

    Business Planning

    Business ownership is often one of the largest assets in ones estate and therefore must be included in your overall financial plan.  

    Owners need to remember that changes in their business impact their personal and that changes in one’s life situation will impact their businesses.

    Our process allows us to integrate your business financial plan into your individual planning to achieve tax efficiency and balance in your overall wealth and wellness plan.

    Estate Planning

    Like most people, estate planning, is typically last on their minds.  This is understandable, after all, who wants to think about death and consider end-of- life decisions?

    While the importance of estate planning is often misunderstood, it is not only important to put a plan in place, but to review it as your lifestyle changes, or family events occur.  

    Estate planning is more than just a binder of legal documents, it is the state of active planning for the living in areas of legacy, preservation, protection and liquidity that is well organized in one place.

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