“I'm contributing to a 401(k). I have insurance. Will it be enough? What haven't I thought of?”
At Lebel & Harriman, we acknowledge that financial planning goes beyond the numbers. Life is a balance of our family, our health, our special interests and passions, our employment, etc. We combine the strengths of our three divisions – Retirement Planning, Life Insurance & Estate Planning, and Investment Management — to integrate the math with the psychology of your life to create a financial plan that is as unique as you are.
The first step is to define your goals. Often times this will include not only the financial details but also the emotional and less tangible aspects of your life. Once this step has been completed and we have collected the necessary data, we then utilize our intricate planning skills to create the plan. Our aim is to produce you with a road map that will guide you through the years of matching lifetime income with life style expenses.
We know that the only thing consistent in life is change. Our adaptable and upgradable system allows us to adjust to your evolving sources of income and expenses throughout the different phases of your life. Alternatives are always presented so that you remain in control when making decisions.