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