Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax, inestments,insurance and estate planning. We can do a full financial plan or review one particular area such as "Will I be able to retire"? or can I retire in "x" number of years? Plans are tailored to your needs.This is a fee based service and no commissions are received for any products recommended. We have no products to offer other than our unbiased service and your "peace of mind".A written agreement is given to client before commencement of the engagement outlinning what is expected of both the client and planner, what are the objectives of the engagement, and an estimate of the fee. A written report with recommendations is presented to the client with a plan of action.Call for a free consultation.See a more detail explanation of our services under "Financial Planning".