Individuals and Families
Individuals and families have a number of financial issues.
Here are some of the most common ones, which we dissect as part of our financial planning process:
Cash
flow planning
Insurance
requirements
(life and disability, homeowners, automobile, umbrella policy)
Having an
emergency fund
Paying off debt,
including student
loans
Funding for
education of children
and grandchildren
Tax, Estate and
Legacy planning
Charitable
giving
Optimizing Social
Security claiming
strategy
Retirement
planning
Post-retirement
and wealth transfer
planning
Pre and post-nuptial
agreements
Buy-sell agreements
with partners in a
business or profession
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Many of the individuals and families who retain us share one trait
They are anxious about their financial future
We listen.
We work with you to prepare a plan to achieve them.
We monitor the plan and adjust it as your situation changes.
That’s our definition of success.
We learn your goals.
We are high touch.
One client told us: I feel like I outsourced my anxiety to you.
Learn more from our blog!
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As the holiday season approaches, thoughts naturally turn to giving. Yet, while traditional gifts bring joy in the moment, consider the power of a gift that endures.
529 Plans vs. Traditional Investment Funds: How to Choose the Best Option with Guidance from a Certified Financial Advisor
Financial planning for education expenses is a key concern for many families. When considering saving for your child’s future, deciding between a 529 Plan and traditional investment funds can feel overwhelming.
How to Minimize Family Conflict with Estate Planning
When you have worked hard to accumulate wealth, you don’t want to see your legacy become the cause of family disputes.
If opportunity doesn’t
knock, build a door.
Let's start planning together, call 760 854 4003