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Financial Planning

Financial planning is at the very core of the life planning services I offer to individuals and families seeking to build, protect and manage wealth over time. Retirement income planning; education, tax and estate planning; and insurance services are among the many components of a comprehensive plan designed to help you pursue multiple financial and lifestyle goals.

I believe that without a plan in place to pursue established goals, it’s nearly impossible to measure your progress along the way. That’s why my approach to financial planning seeks to help you:

  • Fully assess your current situation, goals and desires
  • Overcome obstacles and challenges
  • Recognize and pursue opportunities
  • Learn new ways to manage taxes, increase potential savings and invest more effectively
  • Adapt strategies to changing life goals or market events
  • Pursue multiple objectives and life-stage goals
  • Achieve a greater understanding of financial management principles
  • Simplify the wealth management process while reducing financial anxiety

My planning process begins with a review of your goals and objectives to help determine if you are on track and incorporates these and other important discussion items:

  • Cash Flow Analysis
  • Savings & Emergency Funds
  • Retirement Accumulation
  • Retirement Income Planning
  • Education Planning
  • Tax Planning
  • Insurance Planning
  • Estate & Legacy Planning
  • Charitable Giving

Financial Planning offered through LPL Financial, a Registered Investment Advisor.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.