Financial Planning Services
We help you retire on your terms and stay retired. Together, we develop a plan designed specifically for you.
When is the right time for you to leave the work force? When is the best time for you to begin receiving your social security? Age 62, 66, or later? We want you to retire on your terms and stay retired. We develop a retirement plan designed specifically for you and answers these questions for your unique situation.
Whether you are beginning to plan for your financial legacy or inheriting one, having all your legal documents, financial papers, and taxes in proper order will make the task of closing your estate easier on your heirs. We will work with you now to make this less stressful later, with a goal of continuing the legacy.
Investing should be easy – just buy low and sell high – but most people have trouble following that simple advice. Investing can be a very emotional issue as the natural human tendencies are fear and greed. Everyone wants to see gains rather than losses. There are principles and long-term strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare many investors. Once we have a plan, we are here to monitor and realign your investments as your situation and external influences change.