Individual Services – Personal Financial Planning

Financial planning is a broad service line covering numerous topics.  In general, I emphasize the process of creating goals, brainstorming available options, identifying risks, and drafting a suitable plan for meeting objectives.

Below are select topics that I have assisted clients in planning:

  • Lease vs. Buy:  Automobile,
  • Lease vs. Buy:  Principal Residence,
  • Funding Children’s College Accounts,
  • Retirement Funding Options, and
  • Finance Options for a New Venture.

I strive to provide clients the following benefits from personal financial planning services:

  • Documenting a plan to achieve identified goals,
  • Minimizing tax liabilities,
  • Creating and preserving wealth, and
  • Peace of mind from knowing you are not alone