Personal Financial Planning

Financial Freedom

Let us analyze your assets and review your estimated shortfalls to help you save for retirement, college education for you children, or protect your family should you get hurt.

By going through the asset analyzation and knowing where you might come up short you can save without imposing on your current financial situation and keep your peace of mind.  We can look over your various insurance plans to make sure you are protected and your family is protected should you not be able to handle them yourself.  We can also set up various legal power of attorney forms with you to ensure that everything is handled in the way that you meant it to be.

Wedding are expensive!  Let us help you prepare!  Photo credit:  Lovin Touch Photography

Wedding are expensive!  Let us help you prepare!

Photo credit: Lovin Touch Photography

Let us review your investments.

What are you saving for?

We can help you achieve your investment goals and minimize your risk while helping you build your portfolio and increase the predictability of the return on your investment.  Whether saving to make a large purchase, a wedding, or saving for your retirement, we can help you sort through your investments and help you understand them.

Let us help you take care of your loved ones and you.

We can help make sure your memory lives on in a positive manner with as little frustration about financial matters as possible.

We can help you maximize your estate by saving tax dollars, professional fees and court costs.  We can also help minimize the costs of probate court, creditors, lawyers and estate taxes, all of which affect your estate negatively.  We will also help you create a road map for passing your estate on to your heirs.  The #1 mistake that a majority of Americans make is not having a clear will or letting their family members know where their will is.  We can help with both and make life easier for your family after you have passed on.

We can also help you set up a trust and help you put in any parameters you want on it.  If you want your heirs to be of a certain age or to only receive a certain amount of money at a time in increments, we will help navigate through all of red tape to ensure that everything is done correctly.

... When you died, you were supposed to live on in the memories of others. That’s what I’d always been told. Didn’t matter what you believed, which religion you subscribed to, what god you worshipped. The simple fact was that none of us knew what lay beyond. Immortality and eternal life? The only sure shot at that was the memories of those you left behind - your friends and family...
— Brian Keene, Dead Sea