Financial Planning: Financial planning revolves around not only specific goals like retirement or end of life needs, but rather holistically around the 8 wealth management issues. Our process driven meetings with client seek to clarify important issues important to clients as well as uncover other areas which need dire attention. Our planning involves a rigorous study of clients financial position, income, and expenses, to statistically determine if a client would outlive their money. Whether you make us your financial advisor will be determined by a host of factors; at the very least however, you will walk out with a solid understanding of where you are and where you need to be with our customized financial plan.
Financial Products: There are many financial products out there, and from multiple companies. Mutual funds, stocks, bonds are just a few of the basic financial assets which could form part of a client’s financial asset base. However, financial insurance contracts such as annuities, life insurance, long term care insurance, disability contracts, are all but a few more of the financial products out there which need interpretation and clarification prior to purchase. We seek to do that within the context of a financial plan and within the circumstances of a client’s financial situation. Hope over to, "Just the Basics," to know more.
