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Comprehensive Planning

Don't have a comprehensive Financial Plan? We can fix that!

We'll create a comprehensive, step-by-step plan of action for you; telling you exactly what you need to do in four areas: Cash Reserves, Debt Management, Insurance and how to best allocate your assets.

  • We'll tell you exactly how much you should have in Cash Reserves and how to get it there and keep it there.
  • We'll take a look at your debt and give you specific advice on how to reduce and/or eliminate your debt on a schedule that really works for you.
  • We'll take a look at every type of insurance that exists and tell you three things:
    • Should you have it at all
    • What's the right insurance for you
    • If you should have it, how much you should have, and...
  • Then, we'll take a look at how your assets are allocated and we'll geive you advice on how to best deploy or allocate those assets.

What you end up with is a comprehensive plan designed toward increasing the probability of achieving your goals.

As a Certified Financial Fiduciary, CFF® I have built a team comprised of carefully selected Subject Matter Experts (SME’s) in a wide range of fields featuring experienced and credentialed professionals in areas including the investment, tax, legal and insurance fields; many of whom hold an impressive array of credentials including CFP®, ChFC®, CLU®, JD, MD, CFA®, CMA, CIMA, MBA® who all strive to…

  • Align your choices with your most important goals and most deeply held values.
  • Get your entire financial house in perfect order and keep it that way forever.
  • Have a 10 level of confidence that no matter what happens in the markets, the economy, or the world you will achieve your goals.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

The above example is a hypothetical and for illustrative purposes only. Please note that each person’s situation is different.  Please consult your financial or tax professional regarding your circumstances.

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