Broker Check

Fee-based Financial Planning

A financial planning approach affords both advisor and client the opportunity to take a future-looking approach that is comprehensive and objective.

A financial plan that can serve as a road map to addressing areas of need, including: 

  • Estate planning strategies
  • Tax planning strategies
  • Risk management
  • Asset management
  • Retirement income planning
  • Cash management strategies

The truth about money is…
You’re probably going to turn 65,
whether you like it or not.

Additionally, if you are a business owner you may want to address the following aspects business within the context of your personal finances:

  • Succession planning strategies
  • Buy-sell funding
  • Key-person insurance
  • Executive compensation design
  • Retirement planning

We deliver our written recommendations to you upon completion of a series of three impactful meetings. Once you have completed our planning process, you have the option to implement with us.