The primary service offered is a written comprehensive financial plan covering the following six areas.
- Cash Management Planning
- Investment Management Planning
- Retirement Income Planning
- Risk Management Planning
- Tax Planning
- Estate Planning
Often, a prospective client has a particular priority that is time sensitive, so a modular plan is a logical starting point. For example, a prospective may be unsatisfied with their current advisor and want to begin looking at an investment management plan and a retirement income plan first.
Click the the six step process to learn about the process I use, whether it’s a modular or comprehensive plan.
Your financial plan is presented to you in a financial planning binder covering all aspects with recommendations for your reference.
Learn more about my compensation model as to how I am paid.
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