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Affluent Individuals, Families

 

We can prepare and provide a written financial plan designed to help achieve financial goals and investment objectives.  The preparation of such a plan necessitates that we are provided personal financial data relative to income, assets and liabilities.  From there, we can assist in establishing goals and objectives and develop a financial plan that will seek to achieve those goals.  The financial plan will include any or all the following as requested or directed and agreed to by contract:

  • Retirement planning
  • Asset protection
  • Cash flow and cash management
  • Estate planning and wealth transfer
  • Risk management
  • Strategies for stock options 
  • Insurance planning
  • Tax planning
  • Charitable gifting
  • Education planning
  • Long-term care and disability planning
  • Business succession

 

We do not provide accounting or legal advice.  Should you, the client, choose to implement the recommendations contained in the plan, we suggest that you consult with you attorney, accountant, insurance agent and stock broker.

 

Fees

  

We offer our financial planning services on an hourly, fee-only, basis.  However, fees are negotiable and will vary depending on the complexity of the client situation and services to be provided.  An estimate of the total hours will be provided at the start of the advisory relationship.  Fees are disclosed in our ADV brochure, which is available on request.