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Comprehensive Financial Planning

Fee-based advice on every aspect of your financial life. Utilizing the technology of eMoney to review, track and plan for each client’s priorities. 

Steps to Building A Financial Plan

Data gathering + Learn about your priorities

Discuss initial observations

Collaborate on planning topics

Design the plan

Put the plan into action

Periodic plan review

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

Common Financial Planning Topics

Retirement Timing
Debt Reduction Strategies
Insurance Coverages
College Savings
Real Estate
Asset Protection
Investment Allocation
Business Planning
Savings + Cash Flow
Tax Strategies
Estate Planning

World-Class Technology

We have access to eMoney, a leading wealth management and financial planning software. This tool is used to analyze complex financial decisions and each client has access to a real-time view of their financial picture.

<p>Social Security Taxes</p>

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
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<p>How Women Can Prepare For Retirement</p>

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
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<p>No Cash, No Checks, No Problem</p>

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.
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