Fee-based comprehensive personalized Financial Planning – We focus on your goals and work with all areas of your financial life—financial planning, investment strategies, insurance, estate planning, retirement planning, tax planning budgeting, and more—to create a financial plan that changes as your circumstances change.
Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way. We always focus on the person, not a product and on what is best for you. You pay us an annual fee for our objective of providing personal advice on how to achieve your financial goals. This annual retainer covers all the meetings necessary and allows you to contact us whenever you have questions or your life changes. Our Objective is to not only just regularly scheduled tax and financial reviews, but you also can call us or schedule an appointment whenever an unexpected problem or new opportunity arises. Financial Planning is not the least expensive, but we are committed to providing value that exceeds our fee.
** Please Note – Your final financial Plan will be given to you in two versions a) Detailed Plan b) Brief Summary. We will also provide you a soft copy for the same.