Financial Planning

Financial Planning

A successful financial plan encompasses your priorities, risk tolerance and resources into a set of recommendations that best achieves your goals. This includes the following:

  • Retirement planning and income strategies including amounts to save for and withdraw during retirement considering Social Security, retirement savings and pensions.
  • Education and other special goal planning that contemplates the tax advantages of 529 plans and appropriate asset allocation for different time horizons.
  • Cost effective insurance and risk management solutions including the appropriate amount and type of coverage needed.
  • Investment management focusing on an appropriate asset allocation of diversified funds aligned with a client's risk and reward objectives.
  • Tax efficient estate planning and wealth transfer that considers legacy and charitable intentions.

We will prepare a summary report with recommendations including projections of after-tax cash flows to help clients visualize future scenarios.

You can choose a comprehensive plan prepared as a stand-alone service for a one-time fee starting at $2,500 or combined with ongoing investment management with minimum balance of $250,000 and fees starting at 1% (with lower marginal tiers for larger balances).  

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