Financial Planning Services

Very often, our plan participants and individual clients are confronted with life changing events such as retirement, the loss of a loved one, an inheritance from a family member or some other type of financial windfall. Before making any investment recommendations to our individual clients, we believe that a sound financial plan projecting future income needs should be the basis. Very often we find that clients are taking on too much risk, or possibly not enough to meet their long-term income goals. We align our clients’ investment portfolios with their future needs through this financial planning process. The end goal of any completed financial plan is to create order and to leave the client relieved they completed the process.