"A goal without a plan is just...a wish"  - Antoin e de Saint-Exupery

Financial Planning

Planning is the foundation to the successful implementation and pursuit of your goals and objectives. We apply our expertise, resources and tools to find long-term solutions that can help you pursue these goals.  We also leverage our vast network of relationships with other professionals from other disciplines (banking, accounting, legal, insurance) to help address all aspects of your financial plan.

• Life Planning

  • Review of Balance Sheet & Income Statements

  • Cash Flow Management

  • Retirement Planning

  • Account Titling and Beneficiary Review

  • Family Support Issues

  • Children’s Education

  • Planning for Special Circumstances (Aging Parents, Adult Children, Extended Family, Special Needs)

  • Family Planning Meetings

  • Divorce / 2nd Marriage Planning

  • Surviving Spouse/Children Assistance

  • Communication with Financial and Legal Providers (Bankers, Attorneys, Accountants, Financial Advisors)

• Estate Planning

  • Consideration of Planning Documents

    • Wills

    • Trusts

    • Medical Directives

    • Power of Attorney

  • Charitable Gifting

  • Legacy Planning

• Business Planning

  • Small Business Financial Services (Lines of Credit, Collateralized Lending)

  • Cash Management

  • Retirement Plans (401K, Defined Benefit Plans)

  • Employee Financial Services

  • Insurance

  • Business Succession

Contact us today to start planning your financial future.