Financial Planning Services involve the review of the client's overall financial situation, personal and financial goals, risk tolerance and objectives. This may include portfolio review and evaluation, cash flow and net worth analyses, budgeting, tax projections, retirement planning, education funding planning, estate analysis and planning, negotiation of the purchase of a substantial asset, retirement account analysis, risk management analysis, planning for a family member's special needs, tax planning, consulting with qualified plan sponsors, review of medical, disability and other insurance.
After the original plan is developed, the manager meets regularly with clients to update goals, review and rebalance the financial portfolio, and investigate whether additional services are needed and with the goal of remaining in the client's service throughout his lifetime. By using financial planning, we can bring all aspects of your financial life together to make sure that each area works together not against each other. Your financial plan becomes your road map to financial success.