We work with each client as a team of CFP® Practitioners where our first goal is to truly understand our clients’ financial needs and objectives. When we have gathered all necessary data and information to understand the client’s unique situation, our professionals develop and implement solutions to meet their specific financial need.
Below is a list of areas where we work with our clients.
- Financial statement preparation
- Cash flow and budgeting projections
- Insurance analysis including life, disability and long-term care
- Retirement planning/distribution planning
- Tax planning
- Estate planning
- College education planning
- Charitable planning
- Stock option analysis
- Deferred compensation planning
- Employer benefits review and analysis