If you’re looking for a financial advisor, you might be asking yourself:
What is a comprehensive financial plan exactly, and why might I need one now?
A personal, comprehensive financial plan is a road map for clients to follow to achieve their financial goals. It is the result of a holistic planning process in which we work with clients to develop comprehensive strategies and action plans for every aspect of a client’s financial life including:
– Cash flow management
– Investment (including retirement plan assets)
– Retirement planning
– Tax planning
– Risk management (including insurance)
– Education planning and funding
– Estate planning
– Other needs specific to you or your loved ones
No matter what life stage you are in, the planning process of developing your comprehensive financial plan can reveal existing or potential financial problems that may impede you from achieving your goals and objectives.
Are you affiliated with any financial companies?
It is our intention to not be part of or affiliated with any broker/dealers. This independence gives us not only even broader access to thousands of no-load and low-load investment and insurance products to fully meet our clients’ comprehensive financial needs, but also enabling us to serve clients’ best interest as we are NOT compensated by commissions from the financial products we recommend to our clients.
We are not limited to company-sponsored product offerings and sales-driven quotas.
Do you have customer service?
Of course! Our friendly and knowledgeable customer services reps are available to answer your questions 24/7/365.