Financial Planning

Financial Planning

True Wealth and Financial Planning

In cooperation with our research group, Advanced Planning Solutions Team and CPAs, our advisors design a wealth plan for your current financial situation. We want to bring together how you can attain your financial goals while keeping the bills paid every month. We provide regular reviews and modifications, ensuring that your wealth plan is current and dynamic.

Our financial advisor team walks clients through the emotional and financial impact of life transitions and asset transfers such as:

  • Life Transitions
  • Business Transitions
  • Generational Transfers

For Individuals

Your financial journey involves more than numbers and statistics. It’s a complex network of your relationships, dreams and concerns about the future.

Our team also provides complimentary focused planning, which includes:

  • Determining Family Index Number: the individual rate of return designed to help you work toward achieving your goals and objectives.
  • Personalized Cash-Flow-Based Planning: Tailored to identify and address your specific goals and objectives.
  • Risk Management Planning: comprehensive analysis of life, disability, long-term care and other risk management solutions.
  • Social Security Analysis: custom analysis of every Social Security claiming option available.

For Businesses

You laid that first brick, but what about when you close the door for the last time? Do you know what your business is worth? Do you have a succession plan in place should something unexpected happen to you? How will the sale of your business affect your retirement?

These are the questions that our team can help you answer. Through focused planning, a team of financial professionals can help you determine an accurate valuation of your business to incorporate into your personalized financial plan.