Financial Planning Services

As part of our Financial Planning Services, we create a customized cash-flow based financial plan for an upfront fee. And your plan is just the beginning of an ongoing consulting relationship. We’ll be here to help keep you on track for your future and present goals. A comprehensive approach to your financial security, with year-round strategy and support.

FEATURES:

  • Cash flow analysis, debt payoff and savings strategies
  • Investment and retirement account review
  • Retirement income projections (including Social Security Analysis)
  • Tax projections and net worth tracker
  • College savings projections, and funding for other goals
  • Insurance and estate planning assessment
  • Annual strategic review and Plan update

Investment Advisory Services

An add-on option for Financial Planning clients who want professional management of their investments for retirement and other goals.

FEATURES:

  • Portfolio Management including a customized investment allocation strategy utilizing no-load mutual funds and exchange traded funds, including Dimensional Fund Advisors and Vanguard
  • Individual assessment including risk tolerance, income and liquidity requirements, and time horizon
  • Full service implementation, monitoring, tax loss harvesting, and re-balancing of your investments
  • Personalized spending, tax-efficient draw down, and investment strategy if you are in or near retirement
  • Quarterly reports