From our first paycheck through retirement, all of us have financial concerns. At any point in this life continuum, a fee-only Certified Financial Planner™ can provide invaluable, objective advice and direction. Here are profiles of some of our clients:
- Young families who need a template for budgeting and financial planning that will accommodate their changing needs, situations and goals – both personal and financial, immediate and long-term.
- Parents who want to provide for their children's education. Whether college is still years away or right around the corner, having a plan can help you efficiently use the resources available to you and show you additional funding options.
- Mid-life earners who see retirement looming, but aren't certain they will have on hand the financial resources to live comfortably post-retirement. Professional investment management can help you navigate this crucial period of time.
- Seniors who appreciate how an unpredictable economy can compromise the best-laid plans, and want to insure that their financial resources are prudently invested and properly distributed.
- The recently widowed or divorced who suddenly find themselves on a new path through life's journey. Financial planning can help you move forward, set priorities, and serve as a guide through difficult decisions.
- Business owners who have a lot on their plate. Financial planning can address many of their concerns, including retirement plans, tax strategies, business valuation, succession planning and insurance.
For more information and/or to receive a copy of our ADV, please contact us.
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