Financial Planning

We offer an objective, fee-based approach to financial planning. The solutions we recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to work with us on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of the following benefits:

  • Realistic approach to wealth accumulation

  • Enhance retirement security

  • Manage investment risk

  • Increase investment cash flow

  • Improve monthly cash flow

  • Reduced taxes

  • Enhance utilization of company planning options and benefits

  • Better coordination of personal and business assets

  • Reduce insurance costs

  • Enhance wealth preservation

  • Improve family wealth transfers

Ultimately, our goal is to help you obtain a sense of personal and financial well-being, regardless of how simple or complex your needs may be.

The current fee schedule for a comprehensive financial plan ranges from $1,500 to $15,000, depending upon the complexity of the plan. Please call or e-mail me for additional information about your personal financial plan.