Financial Planning

Organize, Prioritize, Advise & Monitor:

We organize your finances with you and develop a customized system to help you better manage your financial life 

We listen to your philosophy and help you organize and prioritize your goals 

We then develop a detailed plan to address all of the facets of your financial life and we provide actionable advice on how to optimize the management of your resources 

We call your plan a “living financial plan” because it is constantly updated and monitored. We make the plan available to you to view your progress and we review the plan with you on a regular basis 

We put together a team of in-house professionals and referral advisors to advise on nearly every interaction you have with money. We also work with your current trusted advisors and will reach out to them to keep everyone in sync.

The following is a list of some of the issues addressed in your financial plan, but it is by no means exhaustive:

• Cash Flow Management Strategies
• Retirement Planning
• Business Planning
• Tax Planning and Strategies
• College Planning
• Goal Planning
• Pension Planning
• Social Security Planning
• Estate Planning
• Survivorship Planning
• Divorce Planning
• Charitable Gift Planning
• Real Estate Planning
• Employee Stock Option and Restricted Stock Planning