Personal Financial Planning incorporates all aspects of a client’s financial landscape into one encompassing plan. Here are some of the issues you can expect to address in the planning process:
Financial Security Analysis
Identify short- and long-term liquidity needs and assess your financial security in the event of retirement, disability or death.
Uncover opportunities to build your net worth and use your wealth in a tax-efficient manner.
Provide recommendations regarding pension, savings and deferred compensation plans.
Personalized strategic-investment plan and asset-allocation strategy. Please see the Investment Process for more information.
Estate Planning Analysis
Identify your wealth-transfer objectives and the most effective strategy to use in light of your personal financial security and family situation.
Identify your life and disability insurance needs and your property- and personal-liability exposures.