FINANCIAL PLANNING

 

WORKING TOGETHER TO BUILD A TRUSTED RELATIONSHIP

Our approach to financial planning has been designed with you in mind. From our initial meeting together, we work diligently to learn as much as we can about you—personally as well as financially—as we guide you through our planning process.*

 

DISCOVERY

By completing a confidential personal profile, you enable us to gain a better understanding of what you are looking for.

ANALYSIS

We provide a detailed analysis of your finances, and then determine how to establish suitable long-term financial goals.

PLAN DEVELOPMENT

We develop a selection of appropriate strategies and offer recommendations as to which are most aligned with your needs.

IMPLEMENTATION

After attentive consideration, we identify the best strategy to implement and put your personalized plan into action.

MONITORING

We maintain consistent communication with you as we carefully observe your portfolio along with changing market conditions and make any necessary adjustments.

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  • Save Now or Save Later
    If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.
  • How Much Do I Need to Save?
    Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.
  • Planning Options
    There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.
  • Social Security Income
    The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.
  • Managing Retirement Plans
    Employer-sponsored retirement plans are more important than ever, but managing the assets can be confusing.
  • Retirement Plan Distributions
    When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

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*Financial Planning offered through LPL Financial