Wherever you are in your life and career when we start working together, we know that things will change over time. We will be with you every step of the way, whether it’s helping you with mortgage financing, appropriate insurance coverage, planing for college, weddings, gifting strategies, trusts, aging parents, guardianships, beneficiaries, health care, Medicare and Social Security, pension decisions, or estate executor issues. The cycle of life is an essential consideration when it comes to your financial plan and we will proactively help with the details so that you are never caught unaware or unprepared.

Much of what we do is essential, such as determining your optimal risk profile, creating greater efficiency through tax and insurance review, and organizing your financial affairs through our easily accessible online vault. If your needs are unique, we can, for instance, help with a special needs trust, or advice on a qualified plan for a small business. We identify all of this in the planning process and provide solutions as part of the financial plan.

You may want help with organizational elements to ensure that everything – big and little – is being taken care of and nothing falls through the cracks. Whether it’s handling the insurance bills, keeping your estate plan current, determining 529 plan qualified and non-qualified expenses, or whatever is essential to your peace of mind, we’ll happily help and provide the extra support you need.

We will also serve as a coach, helping you identify your goals are and keeping you on track to achieve them. It’s surprising how many people sabotage their own plans and we’ll do everything we can so that it doesn’t happen to you.


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