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