Whether you’re looking to reduce your debt, send your kids to college, become financially independent, or all of the above, the first step to achieving your financial goals is to commit to an effective plan. Need some guidance? We are here to help.
Make a budget/track expenses; Review company benefits; Debt management; Start saving for retirement
Read MoreDisability/life insurance; Pay down debt; Begin a college fund and an estate plan
Read MoreProactive tax planning; Long-term care needs analysis; Plan for retirement
Read MoreSocial Security & Medicare planning; Cash flow planning and investment draw-down strategies; Pass on your estate
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Income tax preparation is usually a primer to more comprehensive services we provide our clients, and tax planning is a critical component of ongoing personal financial planning.
If you choose to delegate the management of your investments to us, we will invest your money the same way we invest for our family and friends – by structuring an appropriate, customized investment portfolio around your personal financial plan.
Personal financial planning is a collaborative journey in which we work together to discover, contemplate, and define your goals then design and implement appropriate financial strategies to achieve those goals.
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NEW YEAR LETTER 2021 Well, to begin by stating the obvious, no one is sad to see 2020 fade and a new year begin. All our lives have seen disruption—loved ones died, businesses closed, children are sti...
05 January, 2021 General No comment
It begins; the IRS will be accepting electronically filed tax returns beginning Monday, January 27th. It *should* be a less hectic tax season, but I’m not holding my breath. It’s exciting to get back ...
25 January, 2020 General Uncategorized No comment
