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Financial Planning

Your personal journey starts here.

What is financial planning?

To us, Financial Planning means embarking on a journey that will give you peace of mind by clarifying goals and visually illustrating ways to accomplish them.

The Planning experience guides decisions on saving, investing, debt and insurance that can help you retire more comfortably. 

We rely on comprehensive data to build a strong foundation for the recommendations we make, leaning into our decades of experience while maintaining a keen focus on what the future may bring.

Every relationship starts with a Financial Plan, which is the foundation for all recommendations. We work together to help you make informed decisions, visualize your retirement, and prepare for the future. 

Our process can provide clarity on:

  • Am I on track to retire?
  • Am I saving enough and in the right types of accounts?
  • Should I contribute Pre-tax and/or Roth?
  • How should I invest my savings?
  • When can I afford to make work optional?
  • Is there a need for guaranteed income in retirement?
  • When do I transition from accumulation to decumulation?
  • When do I start withdrawing and from which accounts?
  • How long will my assets last in retirement?
  • How do I factor in Social Security, pension and annuities into my retirement planning?
  • How often should my investments and insurance policies be reviewed?
  • Is estate and legacy planning important to me?
Financial Planning Fee

Financial Planning fees depend on the complexity and scope of your financial situation. Your quote will be tailored to fit your needs.

Fees typically range from: $1,250 – $2,500