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Financial Planning

Wouldn't it be great to have a written plan, so that regardless of what is happening in the market, at work, or in the world, you still feel confident that you will achieve your goals?

We help our clients understand what is possible and what needs to be done to get there — and feel confident all along the way.

Our Process - The Financial Fitness Solution™

Our unique and comprehensive financial planning process, the Financial Fitness Solution™ takes into account all of the relevant factors in your life and focuses on follow-through, ensuring that your plans will succeed, for life.

Plans for all aspects of life

We develop financial plans for a wide range of situations:

Goal Projections

Will I be able to achieve my financial goals?

Retirement Projections

How much money will I need to retire? How soon can I retire? How much Income can I take in retirement? How do I get the money out of the business efficiently when I retire?

Tax Planning

How can I reduce my taxes?

Risk Analysis

Will my family be okay if I become ill, disabled or pass away?

Investment Analysis

Am I on track given the market conditions?

Education Planning

How much will it cost? Will I be able to afford it? What is the best way for me to go about funding for education?

Eldercare Planning

What do I need to know? Where do I find it? What should I do to prepare? What are the financial consequences?

Estate Planning

Who are my heirs? What do I want to leave them? Do my wills track with my financial plan? What are the taxes? Can they be minimized? Should I use a trust? See Retirement & Estate Preservation for more information.