Financial Advisory Services

The world of 50 years ago was a lot different than it is today. An individual often worked at the same job all his or her adult life, lived in the same house, and stayed married to the same spouse. In those days, too, one spouse could support a family, paying for college ordinarily didn't require taking out a second mortgage, and people could look forward to retiring on Social Security and possibly a company pension.

Today, your hopes and dreams are no different. Like most people, you probably want to buy a home, put your children through college, and retire with a comfortable income. But the world has become a more complex place, especially when it comes to your finances. You may already be working with financial professionals--an accountant or estate planner, for example--each of whom advises you in a specific area. But if you would like a comprehensive financial plan to help you secure your future, you may benefit from our expertise 

 

Even if you feel competent enough to develop a plan of your own, we can act as a sounding board for your ideas and help you focus on your goals, our knowledge of areas such as estate planning and investments. Specifically,we may help you:

  • Set financial goals
  • Determine the state of your current financial affairs by reviewing your income, assets, and liabilities, evaluating your insurance coverage and your investment portfolio, assessing your tax obligations, and examining your estate plan.
  • Develop a plan to help meet your financial goals which addresses your current financial weaknesses and builds on your financial strengths.
  • Make recommendations about specific your investments.
  • Monitor your plan and periodically evaluate its progress.
  • Adjust your plan to help meet your changing financial goals and to accommodate changing investment markets or tax laws.