Financial Planning



  • Cares more about you and your money than anyone who doesn’t share your last name.
  • Guides you to think about areas of your financial life you may not have considered.
  • Formalizes your goals and puts them in writing.
  • Helps you prioritize your financial opportunities.
  • Helps you determine realistic goals.
  • Studies possible alternatives that could meet your goals.
  • Prepares a financial plan and/or an investment policy statement for you.
  • Suggests creative alternatives that you may not have considered including the best way to claim Social Security.
  • Review and recommends life insurance policies to protect your family.
  • Assists you in setting up a company retirement plan.
  • Guides you on ways to fund health care in retirement.
  • Assists in preparing an estate plan for you.
  • Reviews your children’s custodial accounts and 529 plans.
  • Helps you determine your IRA Required Minimum Distribution.
  • Provides reminders about key financial planning data.
  • Checks with you before the end of the year to identify any last minute financial planning needs.