FINANCIAL PLANNING

Financial planning is a dynamic process.  Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or retirement.  CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certifications. With a CFP professional on our staff, you can feel confident that our firm will put your interests first and has committed to providing the highest standard of financial planning.

We offer holistic financial planning advice covering the areas of risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Our clients are actively engaged in their financial planning experience.  We use an interactive software tool called Advizr to aid in the gathering and analysis of the necessary data. The objective is to provide an integrated financial planning solution presented in real time to the client.

There is no fee to existing clients for this service.  New clients will pay a fee for the planning work; however, should they become an asset management client, the fee will count toward their quarterly asset management fee.