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Financial Planning Services

Beyond Financial Planning: Financial Security Planning

Beyond Financial Planning: Financial Security Planning

Financial Security Planning

Financial Security Planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life with insurance.

As advisors, we work with you to create a plan that includes solid insurance and investment products and is flexible enough to meet your changing needs.

Financial Services for Individuals

Client Centered

A successful wealth management strategy is one that provides you and your family today and preserves enough for future generations. To help achieve this success, a financial strategy must be comprehensive. That’s why we work with your attorney, trustee, accountant, and other professionals as necessary to create a customized strategy that considers all your wealth management needs.


  • Retirement Planning
  • Investment Management
  • Protection/Insurance
  • Business Planning
  • Estate Planning
  • College Funding

The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:

    • Strive for a secure, comfortable retirement or minimize your current taxes
    • Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
    • Provide for your loved ones or heirs in the event of death, disability or critical illness
    • Protect your business and your employees through affordable benefits
    Beyond Financial Planning: Financial Security Planning

    It is crucial to create a financial plan that includes insurance that seeks to protect your needs now, and plans for the future, in a tax efficient manner. Our process is based on two key aspects of financial security:

    • asset protection
    • wealth creation

    A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

    A goal-based financial security planning approach will help you:

    • Define customized short and long-term goals that ensure you choose only the right financial products and services
    • Identify roadblocks or gaps that might impact your financial planning strategy
    • Continually monitor your plan to ensure it meets your changing needs

    Retirement Planning

    • Financial Modeling
    • Needs Analysis
    • Investments
    • IRAs
    • 401(k) Plans
    • 403(b) Plans
    • Rollovers

    Estate Planning

    • Insurance Trusts
    • Survivorship Life Insurance
    • Charitable Giving Strategies

    College Funding

    • 529 Plans

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