Taxes and investments are key components of your personal financial plan. Financial peace of mind comes from attention to all aspects of your financial life.
The Importance of Integration
Does this sound familiar?
- You go to a stockbroker for investment advice,
- An insurance agent to buy insurance,
- An accountant for tax preparation,
- An attorney for estate planning.
You have several pieces of your personal financial plan in place. Maybe several people developed each aspect independently at a differing times in your life.
As result, some individual pieces may no longer be appropriate for you. Your progress toward your goals may have pieces of your plan working against each other. We’ll make sure you have an integrated plan and that your money is working as efficiently as possible. Learn more about our planning services.
Comprehensive Planning for Life’s Transitions
Financial planning would be easy if life progressed according to plan, it does not. Life is a series of transitions. Some are planned and others are not.
These significant transitions might be events filled with emotion such as joy or grief. Such transitions include births, graduations, job changes, marriage, retirement, sudden wealth, divorce, and deaths.
During these times of change, the financial decisions made can be the most critical ones.
We take time to understand your goals, your values, your relationships, and your personal history to help you. Our understanding allows us to be effective, trusted guides during your life’s transitions.
Together, we work to weather these significant and often overwhelming life changes.
Contact us. Learn more about the difference a personal financial plan can make.