Financial Planning
Our planning process
Ongoing Financial Guidance
Your Life. Your plan.
We believe that financial planning is not a one-and-done endeavor. Your life is constantly evolving, and your plan should have the ability to reflect that. That’s why we take a proactive financial planning approach with all our clients.
Whether you are dealing with a sudden windfall of money, a death in the family, or simply entering a new phase of your life, our financial planning process allows us to be dynamic in our approach. As a result, it’s important to our firm to make sure that we are consistently meeting with our clients to get ahead of those changes. That way, you’re prepared for whatever life throws at you.
Employer Sponsored Plans
Our Process for Employers
RETIREMENT PLANS BY DESIGN
Your COMPANY. Your PLAN.
Attract and retain employees? Beneficial approach to educate employees? Maximize contributions to grow your personal retirement nest egg? Following government mandates? All of these are valid approaches when establishing a retirement plan for your Company! Is only one the right approach for you? Is it a combination of more than one of these ideas?
You need a consultative approach to design the right Plan for your Company and your needs. You need questions and concerns addressed at the outset. Who deals with employees? Who answers their questions - and mine? How do I handle the “F” word - Fiduciary? What are my responsibilities in that area? We are your partner - not just at the beginning of the process, but throughout!
Diversification, Patience, and Consistency
