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.