Personal Financial Planning

Personal financial planning is the process of developing and coordinating the implementation of a flexible plan to use an individual’s available financial resources to achieve specific financial goals.

We work with clients to address a specific goal or develop a comprehensive plan covering various milestones throughout your lifetime.

The following subjects are typically covered.

• Current budget and cash flow
• Net worth analysis
• Investment analysis
• Retirement Planning
• Education Funding
• Life Insurance Needs
• Estate Planning
• Disability and long term care insurance needs.

Call us to discuss financial planning or any other service we offer.
561-470-9396