We use a unique Six Step Financial Lighthouse Illumination Process to uncover your most important goals, analyze investments, insurance needs and review retirement, education, tax and estate planning. We begin with a thorough look at your current financial state and where you would like to be by the time you retire and beyond.
Our firm believes in committing to understanding your needs, both now and in the future. We can help you create a comprehensive financial plan to address your concerns, goals, and objectives by looking at six key areas of your financial life: investment planning, insurance planning, estate planning, income tax strategies, cash flow and budget analysis, and income tax strategies. Some other topics we may discuss include education planning, charitable gift planning and retirement income planning.
Our commitment to you is to provide financial leadership, motivate you in a manner consistent with the goals identified, guide you to keep emotions out of decision making processes, establish financial priorities, monitor and measure the results toward your goals and Plan, Accumulate, Grow and Preserve your wealth.
Benefits of a Financial Plan