Individual Financial Planning Services
With a team of Certified Financial Planner™ practitioners you will benefit from our commitment to give your wealth purpose and empower you on the path to a financially secure future. We provide comprehensive advice that considers your needs, life goals, and looks beyond what you have to invest. Our fee only, client first approach ensures the highest level of objectivity.
Clients begin their planning with our Discovery Process, gathering information about your specific objectives. We work with you to provide a reasonable savings and investment strategy to improve the probability of meeting your goals. Planning often culminates in designing cash flow strategies to fund your specific goals.
Examples of financial planning engagements and applying our expertise include:
- Planning for retirement
- Coordinating multiple goals such as funding college for the kids
- Establishment and funding of Retirement Plans
- Inherited (stretch) IRA's and Required Minimum Distributions
- ROTH Conversions
- Retirement Distribution Planning and early retirement (SOSEPP) withdrawals
Relevant Blog Posts
College students like me are painfully aware of tuition prices. What’s more, the cost of attending college is constantly rising. Even still, many families want to help their children pay for college. To accomplish this, many people use tax advantaged college savings vehicles called 529s. Recently, alternatives to the traditional state-sponsored 529 plans have emerged. […]
Sometimes the numbers lead you astray, especially when they up and change. With hundreds of analyses under my belt there have been times when portion of the data haven’t been correct; I would describe the moment you discover that your data isn’t what you thought it was as “dyspeptic”. Sometimes data discrepancies are in your […]
What do you want to be when you grow up? Like many others, I was asked that question time and time again. The answer changed a lot. In childhood I wanted to be a vet, in high school I was going to be a marine biologist, for a time after high school I was going […]