How can we help you begin planning for your future?
We got tired of referring our clients out to others, only to see them come back with a plan that didn’t seem right for them. Maybe too much of this and not enough of that. So we started doing it ourselves. But first a disclaimer….we don’t deal in stocks and bonds and similar variable securities. We’ve lost too much money in the market over the past years to be able to sell them to you with a straight face.
We emphasize a personalized approach to help families make informed decisions about which financial products fit their needs and their budgets.
You make the decisions. We help you understand basic financial concepts so you can make informed decisions about which financial products fit your needs and your budget. You know us. There’s no hard sales push involved. We see you year in and year out to prepare your taxes, so we need to be sure it’s a plan you can live with.
If you are interested, we get started with the basics—educating you on how money works. Than we move into a PFC—Personal Financial Check Up. We need to know your goals—all your goals, your family goals, your retirement goals. For many of you this might seem redundant. You’ve been our client for a long time and we know a lot about you. Still, for you to feel comfortable, we start from the beginning to be sure we aren’t taking anything for granted.
Then we take a look at your budget—your money in and your money out. We’ll spend some time discussing the Principles of Building Wealth and take a look at your personal balance sheet. We’ll spend some time discussing taxes and how to structure your assets to avoid them. We want you to understand basic financial concepts so you can make informed decision about which financial products are right for you.
The more you know, the better you feel.
SIGN UP FOR:
Form fill in collect name, email, phone.
4 Steps to Financial Strength Wednesday, 7:00 pm | February 2nd, 2017
How Money Works Seminar Wednesday, 7:00 pm | March 29th, 2017
4 Steps to Financial Strength Wednesday, 7:00 pm | May 24th, 2017
How Money Works Seminar Wednesday, 7:00 pm | September 13th, 2017
4 Steps to Financial Strength Wednesday, 7:00 pm | Oct 25th, 2017
Q: Who is going to take care of us when we choose to retire?
A. Social Security B. Company Pension C. Personal Savings D. Our Children?