85 Main Street,
Sometimes, "you don't know what you don't know." Which makes it hard to ask the right questions. This is particularly true when trying to map out financial goals.
We begin with an in-depth conversation about your lifestyle, expectations, and concerns; help you identify and establish your goals and risk tolerance; as well as better understand savings strategies, retirement planning, and social security. We also discuss how your financial plan works synergistically with your insurance and estate plans. By asking you better questions, we can generate a better plan.
Your Written Financial Plan
Whatever your goals, your chances of success are much greater with a written financial plan.
According to a recent study, "How Americans Define and Manage Their Wealth":