Time is your most precious resource. Between raising kids, building the career, taking care of the home – it often seems as if planning for the future is an unaffordable luxury. But let’s face it – you aren’t getting any younger. The kids will be off to college in the blink of an eye – do you have a plan for that? As your income has grown, your family is more dependent than ever on your well-being. Will they be ok if something happens to you? And retirement doesn’t seem like some distant pie in the sky goal anymore as the years start to rapidly fly by. Is your current savings and investment plan adequate to continue your lifestyle in retirement?
We are always surprised by how many people don’t create their first financial plan until they are ready to retire. That just doesn’t seem to make sense. Now is the time to get started – to put an initial plan in place. Your plan will provide a roadmap to the future, with measurable objectives and benchmarks to measure your progress. With a sound plan in place, you can quickly get back to life – with one less thing to worry about.
A comprehensive financial plan provides a customized blueprint and instruction book for managing your personal finances, and a roadmap to follow for the future.
Don't send kids off to school without knowing exactly how you are going to pay for it! Our college planning helps you figure out where every dollar of tuition and living expense is going to come from.
A new way to pay for ongoing financial planning and advisory services that isn't based on the assets your advisor is managing.