Distintive Financial Planning

Like your fingerprints, your financial objectives are distinctly personal, and your planning experience should be equally as personal. We believe that through individualized analysis and guidance, we can help establish targeted solutions in which you and your family have confidence. As a valued client, you’ll meet one-on-one with our staff in a professional, yet friendly environment to design strategies specific to your needs:

  • Comprehensive Financial Planning
    • Personal and Business
    • Cash flow management and budgeting
    • Debt service management
    • Investment management / Asset protection
    • Risk management / Insurance
    • Education funding
    • Retirement income funding Income and estate tax liability considerations
  • Estate planning / Transferring assets
  • Business succession
  • Veterans Benefits – The Non-Service Connected Disability Aid and Attendance Pension
  • End of Life planning
    • Income Impact Analysis to determine the impact to income should your spouse pass away
    •  Funeral pre-planning and what to do after your loved one passes away
    • Veterans Benefits – VA Cemeteries and Burial/Cremation Benefits

By also conferring with estate planning attorneys and CPAs, we take a comprehensive approach to addressing both your short-term and long-term planning objectives.