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Wealth Associates

Life's Short... Plan Well

Financial Planning Services

For the past 30 years, the focus of our work has been creating complete financial solutions for businesses and individuals.

The goal with financial planning is to be in regular communication with the client in order to create a long-range financial plan with short-term action steps. The “plan,” then will serve as a framework for decision-making into the future. The plan is centered on six areas. (The areas are the same whether looking at a personal or business plan.) They are:

1. Budget Monitoring
2. Insurance Planning
3. Savings & Investment Planning
4. Debt Management
5. Tax Planning
6. Estate/Transition Planning