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Financial Planning

Today's economic landscape presents many unique challenges.  You deserve a unique approach.

Unlike the big firms where you are a number on a spreadsheet, we take the time to truly understand where you are, where you've been and where you want to go before we ever make a recommendation.  We believe a great financial plan is only as good as the information used to build it.  Here's how we go about it:

 

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NAVIGATING YOUR JOURNEY

There are three distinct phases of your financial lives that each present their own unique challenges.  Our financial planning process helps you understand which phase you are in and what to expect as you approach the next.

GROW
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Phase one of your financial journey involves getting organized and all the building blocks into place. Items such as student debt, saving for kids' college, buying a home and learning about finance and investing are prevalent.

Phase two begins as you begin to seriously consider what retirement is going to look like. During the five years leading up to your ideal age, we begin to transition your portfolio to create your retirement "paycheck".

TRANSITION
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THRIVE
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Retirement is the culmination of a lifetime of planning. A well designed plan addresses many different aspects of this phase. Social security, tax efficient income strategies and legacy planning are at the forefront.

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WANT TO LEARN ABOUT FINANCIAL PLANNING?