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Successful Strategies Begin With a Comprehensive Financial Plan

There are many diverse aspects to your financial life, including:

  • Investing for retirement
  • Protecting your assets
  • Minimizing current taxes
  • Saving for a college education
  • Passing your estate to your children or community

Sometimes our lives can take unpredictable paths, requiring planning for special or unforeseen situations like divorce, disability, succession planning or long-term care.

All of these objectives are too important to leave to chance, and it’s neither convenient nor efficient to consult with a different advisor for each of them. That’s why it’s important to have a comprehensive financial plan that considers all the elements of your financial life. It’s even more important that your plan be built around your own unique financial situation, including your long- and short-term goals and objectives. Only then does it become clear how to implement the best investment, tax and other financial strategies.

A plan made just for you

Financial planning is a process, as well as a subjective and deeply personal service. There are several key steps involved in developing the comprehensive plan that is right for you.  

Consult

We start by gaining a thorough understanding of all aspects of your financial life.

Engage

Then we apply our professional expertise to develop a plan that will address your specific needs, involving you in the decision-making process and explaining each recommendation in terms you understand.

Implement

We’ll help you implement your plan through the selection and monitoring of a prudent, long-term investment program that is appropriate for your personal goals and investor profile.

Monitor

We’ll continue to monitor the progress of your investments as times change. As you reach the milestones of your financial plan, we’ll recommend any adjustments that may be necessary.

Convenient online access

We provide online access, making it easy to track and monitor your plan and your progress toward your goals on a real-time basis. Using a comprehensive tool, we are able to track all your investments—those held in individual and joint accounts, as well as your retirement plan assets, including investments which may be managed elsewhere. Your information is always available and up-to-date, so you’ll always know where you stand. You can also view and consider scenarios that show the potential effects of portfolio changes.