Goals-Based Financial Planning

Live Your Life by Design, Not by Default

Our team of wealth planning professionals will evaluate your current situation by analyzing your assets, income, and expenditures to identify:

The day-to-day: What assets do you need today?
The big picture: What can you do to pursue your financial goals?

We provide regular portfolio reviews and modifications, ensuring your financial plan stays current and dynamic.

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Discover Your Definition of True Wealth

Everyone has their own definition of True Wealth. For some, it’s that family vacation you’ve always dreamed of. For others, it’s not running out of money in retirement. We help you pinpoint your definition of True Wealth, then assist you in building the legacy you’ve dreamed of.

Selecting the right wealth advisor is an important step in your pursuit of True Wealth. We build a customized plan according to your needs, whether that’s individual financial planning, business financial planning, or both.

Goals-Based Financial Planning

For Individuals
& Families

We provide you with a wide variety of investment options that align with your goals. We always act in your best interests, which means your goals drive your investments – and not the other way around. We look at financial planning from four angles:

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  • Assessment

    We will help you bring your risk, current financial situation, and spending into focus.

  • Personalized Cash-Flow-Based Planning

    Narrowly tailored to identify and address your specific goals and objectives.

  • Social Security Analysis

    In-depth analysis of available Social Security claiming options.

  • Risk Management Planning

    Comprehensive analysis of life, disability, long-term care, and other risk management solutions.

Goals-Based Financial Planning

For Businesses

Do you know what your business is worth? Do you have a succession plan in place if something unexpected happens? How will the sale of your business affect your retirement? Our financial planners can help you answer these questions, with a focus on four areas of business financial planning.

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  • Individual Planning

    Your business is part of your individual financial plan – and a key asset in your life.

  • Business Valuation

    Determine an accurate valuation of your business to incorporate into your personal financial plan.

  • Tax Efficiency

    We help you make efficient tax decisions today rather than when it comes time to file.

  • Succession Planning

    Understanding what happens to your business when you’re gone is vital to financial planning.

Risk Management

Our advisors will help you align your estate plan with your financial plan, which includes beneficiary reviews, creating a will or trust, regular updates and reviews, and more. We’ll help you address commonly overlooked items that can create significant risks and complications for your loved ones.

Some of the ways we utilize insurance in the financial
planning process include:

Life Insurance

Considers income replacement as well as business succession funding and estate planning through a vehicle which may be income tax-free and estate tax-free, if structured properly.

Disability Insurance

Protects your income in the event of your inability to work prior to financial freedom.

Long-Term Care

Provides financial support for activities of daily living in respite care, adult day care, in-home care, assisted living and nursing home care.

Why Should I Hire
a Financial Advisor?

As an advisor, I must show why a client should pay me to give them advice. If clients can do it all by themselves or hire a computer to invest, what is the true value of having a financial advisor? Is it really worth it?

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Set Goals That Matter

Reaching goals and achieving personal ambitions are major objectives of the financial planning process.

If you aren’t working toward anything specific, you’re more likely to spend more than you should and come up short when an unexpected situation arises.

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Appointment

In 15 minutes we can get to know you – your situation, goals, and needs – then connect you with an advisor committed to helping you pursue True Wealth.