Some people come to me with no idea where they need help and that is perfectly ok. We are all on different paths in life and where you are is where you are. I meet with people at various stages of life and can serve you no matter your situation. Here are just a few ways we can help you.
Financial planning is simply the process of aligning your finances with your goals. We’ll look at where you are, where you want to be, and create a plan for how to get there. A financial plan is important no matter the size of your bank account.
Financial planning offered through LPL Financial, a registered investment advisor
Lifestyle planning involves determining the Lifestyle you have versus the Lifestyle you wish to have. It goes beyond just investments though. We want to help with all aspects of your lifestyle and we are here to serve you in a broader capacity based on your needs. This could be financial, physical, relational, or spiritual.
Understanding your income needs and cash flow in retirement is critical to success in that next stage in life. We can help you develop a plan that allows you know where your income will come from and how much you can expect in the future.
Focused on investment advisory, wealth management incorporates financial planning, portfolio management, and other financial services.
- Term Life Insurance
- Universal Life Insurance
- Whole Life Insurance
Your ability to earn income is tied heavily to achieving many of your goals. Having this coverage insures that if you are unable to earn income, you will be protected and your financial future will be more secure.
Long-Term Care Insurance
People are living longer and healthcare continues to get more expensive. Having a plan in place to insure against longevity risk and debilitating health is important.
Let’s start the conversation.
I look forward to meeting you soon.
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PREPARATIONS AND EXPECTATIONS
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