Our Approach to Financial Planning & Investment Management
Our services center around the integration of financial planning and investment management. We begin by having open, honest discussions to understand your lifestyle, your needs, goals and dreams. From there, we develop a customized comprehensive financial plan.
Items We’ll Cover:
- Lifestyle & Family Needs Analysis
- Values Clarification
- Risk Assessment
- Social Security Distribution Strategy
- Goal Planning
- Investment Policy Statement
- Retirement Income Planning
- Estate Plan Review
