You work too hard to leave your financial life to chance. 

The purpose of a financial plan is to help you determine your current financial situation and project what your situation may be in the future under different assumptions and scenarios. For many, it is a great way to get their financial lives better organized. Our goal is to provide you with objective, candid, and thoughtful advice. The process begins with an in-depth discussion (or two) with you.  

Financial Planning

what we do

Of particular interest to clients are retirement planning, eldercare planning and, if needed, divorce planning. We provide more detail about those areas in the following pages. In addition, we address other topics including deferred compensation, employee stock plans, social security strategies, Medicare planning, and charitable giving.
cash-flow management
savings and investing
investment account review
Insurance coverage
education funding
retirement planning
tax planning
estate planning

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All the numbers you need to know for 2024.

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