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Financial Planning

Most people spend more time planning a vacation than retirement. Why? Too often we view the process as confusing, difficult and depressing. When we become your Family CFO,we will help you collect your information, articulate your financial goals and express them in a financial plan. This is what we do and we do it well.

A financial plan can tell you when you can retire, how much you need to save for your child’s education or what you can anticipate spending in your golden years. It can help you decide how to transition a business, structure tax challenges and most importantly, give you a map for your financial future.

Financial Planning (2:06)

Life is always evolving and so should your plan. We employ a powerful system that collects all of your financial data and keeps your information current and relevant. It allows us to guide you in life-altering decisions with “what-if” scenarios that are timely to your current situation. If you have ever wondered about the following questions (or many others), now you can know the answers and, even more importantly, how they affect your future. Contact us today to get started on your financial plan.

  • What if I retire earlier? 
  • What if I get sick? 
  • What if I die before retirement? 
  • What if I sell part of my business? 
  • How much more do I need to retire at 55? 
  • What if I semi-retire at 50? 
  • What would another bear market do to my portfolio? 
  • What if I placed all of my liquid assets in CDs?