Financial Planning
Our business is to help you make the most informed decisions which will maximize the performance of your financial assets, provide for your current needs, and meet your future financial goals.
To accomplish this we use the total planning process... Always keeping the five critical financial issues at its core: Make it; Keep it; Enhance it; Protect it; and Transfer it. Here's how it works:
The first order of business is a thorough examination of your current financial status. We do this in stages:
Quantitative analysis: Hard data includes personal and family information; a balance sheet and a cash flow statement if available; wills, trusts, agreements and other legal documents; past tax returns; and insurance policies. This information provides us with a "snapshot" of your current financial position.
Qualitative analysis: Now we get into your wishes for the future... We examine your immediate and anticipated needs and desires. We determine what your objectives are for the future...education, vacation, retirement and charitable giving, to mention a few. This analysis gives us a map of where you want to go and when you want to get there.
Getting there: With all pertinent information in place we analyze your comfort level with the various investment options available, and proceed through the stages of financial strategy:
Setting Financial Objectives;
Developing a Sound Financial Plan;
Implementing Your Plan; And
Monitoring and Updating the Plan on a Regular Basis.
Why choose us? Our Financial Advisors provide comprehensive, objective and unbiased financial planning and organization, keeping your interests and plans foremost. You will work with our team to develop an in-depth assessment of your current financial position and plan for your short-term financial needs and long-term financial goals. We then set a plan in place that will help you make better financial decisions to pursue a secure future. Your risk tolerance and time horizon are the primary keys to developing a sound, workable financial map that will take you through the coming years.
Contact us today @732.223.8505 to schedule a consultation!