What We Do

What Is Financial Planning?

Financial planning is the process of developing strategies to reach specific goals and objectives. It does not necessarily involve the purchase of any insurance or investment product.

Financial Planning Includes:

  • Discussing goals and concerns
  • Gathering pertinent information
  • Reviewing and analyzing information
  • Developing a plan for achieving goals
  • Implementing the plan
  • Evaluating and modifying as needed

A Comprehensive Plan Provides:

  • Cash flow analysis
  • Tax planning
  • Retirement needs analysis
  • Risk evaluation/insurance planning
  • Education needs analysis
  • Estate planning
  • Special needs planning
  • Investment analysis