Financial Planning for Individuals

There is no “one size fits all” financial planning strategy. We offer a myriad of solutions and help you decide which will best meet your needs including:

 

  • Retirement Planning

  • College Planning

  • Tax Strategies

  • 401(k) Rollovers

  • IRAs (ROTH and Traditional)

  • Brokerage Accounts

  • Life Insurance

  • Disability Insurance

  • Long Term Care Insurance

  • 529 Plans

  • 457, 403(b), Pension

  • Annuities

Our Process

Discovery

Before we advise you, we get to know you. We discuss your dreams and goals. We look at all aspects of your financial health and take the time to educate you on concerns that could prevent you from getting to where you want to be in the future.

Strategy

During the strategy session we review our assessment of the path you need to take to reach your goals and any potential obstacles that we noted.We work with you to brainstorm various options so that you can select the ones that work best for you.

Planning & Implementation

With the strategy elements in place, we create a comprehensive plan for your review. When you are ready, we execute the plan and place you on the road to your financial success.

Follow up & Monitoring

Then comes the fun part as we watch your plan become reality. But our work is not done. We continually monitor your financial vehicles and your personal situation, and make adjustments as needed.

 

 

Discover the Keys
to your Financial Success!

Our advisors work to guarantee that our clients can live their best life in their later years. Speak with us about your retirement goals, plans, and how to replace your paycheck when you retire to the warmer weather.  We offer a no-charge no-obligation consultation.  Schedule yours today!

Schedule a FREE Consultation