During our initial meeting, we’ll look at your current situation and strategy, understand your risk tolerance and time horizon and any changes that you may want to make. As we gather and analyze this information, we work diligently to develop a “personalized action plan”. Our plans allow you to have access to your information via eMoney Advisor.
Today’s economic environment brings challenges. Along with challenges come opportunities and potential rewards. The relationships we have with our clients allows us the ability to evaluate those opportunities, with the potential to reap rewards.
Retirement Planning For Businesses and Individuals – Have you thought about how much you’d like to have when you retire? If you haven’t, we can talk about and review your current savings strategies and create or modify one. We’ll look at both personal and employment savings options to maximize your strategy.
Estate Planning – We will work with you and other professionals such as attorneys or CPAs to make sure your goals are aligned with your plan.
Financial Planning – What is your goal? What would you like for your future or your family? We will work together to create a plan for your goals, needs and requests. It will be reviewed regularly and any changes will be made as needed. The best part is you’ll have web access to your personalized plan.
Insurance Planning – Sometimes referred to as the “backbone” of a plan. We’ll look at your coverage, both personally held and provided by your employer to make sure you are utilizing your coverage to it’s potential.