Financial Planning
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We provide financial planning services on topics such as retirement planning, college savings, cash flow management, work benefits, and estate and incapacity planning. Financial planning is a comprehensive evaluation of your current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. The key defining aspect of financial planning is that through the financial planning process, all questions, information and analysis will be considered as they impact and are impacted by the entire financial and life situation of the client. Those purchasing this service will receive a written electronic report, providing the client with a detailed financial plan designed to achieve his or her stated financial goals and objectives. In general, the financial plan will address any or all of the following areas of concern. We will work together to select the specific areas to cover. These areas may include, but are not limited to, the following: cash flow management, college savings, employee benefits optimization, financial goals, insurance, risk management,retirement planning, etc. Financial Planning is generally offered on a fixed fee basis and can range from $599 and up, depending on the nature of the specified services.
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