Personal Financial Planning

If Your Goal Is Financial Independence, I Will Help You Get There

Most people have clear financial goals, whether it’s having enough money to retire comfortably, saving enough for your children’s education, or passing accumulated wealth to future generations. Less clear is how to get there, and you may have questions such as:

• How much risk should I take to reach those goals?
• Will I have enough money to retire?
• How can I save for my children’s education and save for retirement too?
• Are there ways to minimize taxes on accumulated wealth?
• Should I convert to a Roth IRA?
• What impact does social security have on my tax situation?

These are valid concerns. Financial planning is complicated, and you’re busy enough with everyday life. The good news is that I have answers. As a premier financial services firm, I know what it takes to make sure my clients achieve the financial independence they deserve after a lifetime of hard work.

What I do for you:

• Develop a comprehensive personal financial plan to achieve your goals
• Periodically review your personal financial plan as your life situation changes
• Integrate your financial plan with your tax planning (individual and business)
• Evaluate estate, gift tax, and trust tax strategies to preserve wealth
• Review investment strategies (are you paying too much in fees?)
• Evaluate investment and retirement portfolio risk (more aggressive, less aggressive)
• Help you understand Required Mandatory Distributions (RMD) from IRAs
• Analyze your current budget versus your retirement budget
• Create a retirement income distribution plan that meets your goals

Your Partner in Achieving Financial Freedom

If you're ready to take the next step, please schedule an appointment with me on my online scheduling website.