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Financial Planning for nearly 50 years

Financial Planning for nearly 50 years

Our multi-generational team includes two CFP® professionals and leverages nearly 50 years of combined experience to help families, individuals, and businesses reach the goals most important to them.

By first understanding your full financial picture, we can create a detailed financial plan with personalized strategies and actionable steps to get you to where you'd like to be. 

Our Process

Our Process

1. We ask you some questions to make sure we're a good fit.

2. We talk about your goals, your dreams, and we gather your financial information.

3. We build a financial plan with actionable steps to guide you to your goals.

Investments

As independent advisors, we aren't limited to certain products. We can help create an investment strategy that focuses on helping you achieve the goals most important to you.

Retirement Planning

Identify target retirement age and create an investment strategy to get you there. Take appropriate risk in seeking to maximize probability of success.

Tax Planning

Seek to maximize tax efficiency over lifetime. Taking advantage of write-offs and tax credits so you can keep more of your money.

Insurance Planning

Ensure adequate coverage for health, homeowners, auto, liability, life, disability, and long-term care.

Cash Flow Analysis

Using our WeathVision Tool, we can get a better understanding of money coming in versus money going out.

Debt Planning

Review outstanding debt and create a strategy to get out of unneccessary debt and free up cash flow.

College Planning

 Create a tax-efficient college savings strategy. Identify target colleges after finding available aid and scholarships.

Estate Planning

Review any wills, healthcare power of attorneys, and trusts. Strategize for tax efficiency and avoidance of probate.

Questions? Let's connect.

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