We work with individuals, families, and business owners who desire to grow and protect their wealth through customized financial plans and investment portfolios. We provide a comprehensive, powerful, and affordable solution for managing your personal financial goals. Our plans include. We build personal financial statements; statement of net worth and statement of cash flows so you know where you are today.
We provide a plan to transform your resources into financial wealth. We build a plan to help your investments, retirement pension, and social security benefits work together to provide the income needed to meet your retirement income goals. Taxes impact just about every area of your financial life.
We provide a plan to transform your resources into financial wealth. We build a plan to help your investments, retirement pension, and social security benefits work together to provide the income needed to meet your retirement income goals. Taxes impact just about every area of your financial life.
Services
The closer you get to retirement your focus begins to shift from saving money to spending money. We analyze your spending plan to discover if you will outlive your money or if your money will outlive you. Thinking you will live on less in retirement than you do while working can be a big mistake. Retiring on 70 to 80-percent of your current income is one of those "rule-of-thumbs" that can get you into trouble.
As a business owner you have the opportunity to use programs specifically designed for businesses and used for retirement planning and investing. However, many business owners are not taking advantage of these opportunities. If you are a business owner and do not have a retirement plan in place, then contact us, we can help.
This is the case no matter if you're a do it yourself type or if you hire a professional to do the work. You are responsible and you must decide how financial planning will be taken care of. Believe me, it doesn't do it on its own. I can tell you from experience, everyone needs financial planning but not everyone wants financial planning.
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