Effective financial planning requires an experienced financial planner to draw upon their knowledge of and experience in key financial disciplines to create a uniquely customized wealth management strategy for you and/or your family. None of these key components should be considered individually but, rather integrated into a cohesive, dynamic plan that changes and adapts as your life circumstances change, thus enabling you to achieve greater financial confidence.
The key financial disciplines are:
- Personal & Family Financial Planning
- Financial Planning for Business Owners
- Investments
- Estate and Trust Planning
- Tax Planning & Compliance
- Planning with Insurance
- Retirement-Based Entrepreneurship
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As necessary, we can go to my network of trusted advisors in the following areas: health insurance, property and casualty insurance, mortgages, real estate sales, banking, entrepreneurial and business coaching, estate and trust attorneys, and international tax specialists.