Individual Investors
Six important areas are addressed in the financial planning landscape. A few of these areas may be of greater importance at this point than others, but eventually each of the areas will take a turn in having the greatest impact on your goal.
Click a subject below to learn more:
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Realizing where where you are now financially is important in helping you get to where you want to be. We will help you understand the context of where you are and bring you a high level of situational awareness. |
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Probably the most under utilized and least understood tool used by clients today. It's important to understand what 'non-market' risks are out there and that, if not properly prepared for can cause serious setbacks to any financial plan. No matter how well designed. |
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This is the main idea people have when they think of a financial advisor or broker. Ask yourself questions. "For what several reasons are we growing wealth? Are we doing it as efficiently as possible from a tax and cost perspective? Are we too aggressive? Are we not aggressive enough"? |
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Having a tax strategy is important because it allows you to maintain the initiative in your tax situation. Having a pro active plan can increase predictability and help you make great financial decisions for the future. |
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Planning for and planning in retirement is crucial for maintaining a comfortable lifestyle. You may be retired for longer than you have ever worked in your career. We want you to realize the best retirement possible and planning for longevity can bring peace of mind. |
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Succession planning, wills, and trusts will can help establish that your wishes will always be honored. |