Financial Planning

There are four key areas of financial planning I focus on with clients: 

  • Financial Independence (Retirement Planning)
  • Investment Planning
  • Estate Planning Strategies
  • Business Owner Planning

Based on your objectives, we will build your comprehensive financial plan.  The plan will outline three things: your current situation, your goals, and strategies toward reaching those goals. 


We implement the strategies using various tools which may include the following:  

  • Investment management programs 
  • Insurance: long term care, life, disability income
  • Estate planning strategies
  • College funding

We update your financial plan annually and adjust the strategies as needed to support your goals.