Comprehensive Financial Planning

The value that comprehensive planning provides is very easy to overlook.  Investment management is only one component to the plan and you should always take into account your tax situation, retirement income plan, education savings plan and charitable giving plan as well.

Many questions arise during this analysis which includes many different components of your plan.  Should I still be contributing to my retirement plan at work if I have credit card debt?  How do I allocate capital most efficiently given my tax plan?  What is my best option for claiming my Social Security benefits?  I am a beneficiary to an IRA, what happens now?

At our review meetings we monitor the entire plan and how the components are all working together, not just how your investment plan is going.  Our experience along with financial planning tools and resources can do the work for you, and provide meaningful analysis which allows us to make informed recommendations.