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CREATING FINANCIAL FREEDOM THAT STANDS THE TEST OF TIME

OUR SERVICES

LIFETIME PLANNING

Our lifetime planning services aim to maximize your ability to maintain financial independence, protect your accumulated savings, and plan for major events over your lifetime. We help you to understand the financial impact of choices available to you so that you can make the best decisions possible. A lifetime plan is not a one time, static document; rather like life, it is dynamic and must be flexible to meet your changing circumstances and goals. We collaborate with you to make sure your lifetime plan remains updated and relevant. We show you how you can reach your goals by proper management of your financial resources and choices.

Because financial decisions can be complicated we strive to simplify the process for our clients, by balancing our expertise with a personal touch. Each client has individual concerns, goals, and circumstances that need to be taken into account. We use that information unique to you in order to arrive at your customized lifetime plan. With your personal plan in hand, you can better navigate to maximize the quality of your life.

WHAT IS THE PROCESS FOR LIFETIME PLANNING?

Current Situation 

We’ll establish our client-planner relationship and gather information including your current financial picture, risk tolerance, and financial goals. This will allow us to evaluate and analyze where you are today.

Goal Setting 

Do you want to save for…… a child’s college expenses? A European vacation? Retirement at age 60? A grandchild’s wedding? From wishes and wants to necessities, your financial goals are an important component to your lifetime plan. You’ll set out your goals and rank the importance of each during this phase of the process.

Analysis 

We will run modules to determine, given your current situation if your goals are obtainable. If not, we will run alternatives to see what other efforts may be required.

Follow Up 

We assist in monitoring your progress and collaborate with you to update your plan as needed so that your efforts and choices can change as your life circumstances and goals change.

WHAT SUBJECTS MAY BE INCLUDED IN A LIFETIME PLAN ?

  • Financial analysis - including cash flow analysis/planning and budgeting
  • Insurance planning and risk management
  • Employee benefits planning
  • Estate planning
  • Investment planning
  • Income tax planning
  • Retirement planning

WHAT ARE YOUR FEES?

Fees begin at $2500 and up depending on the complexity of the plan.

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