Financial Planning

Financial planning services include; lifestyle planning, asset accumulation planning, retirement income planning, estate planning, charitable giving, tax planning, stock option analysis, insurance (life, health, disability, and long-term care) analysis, and education planning.

We utilize sophisticated financial planning tools that allow us to evaluate your complete financial picture and evaluate numerous “what-if” scenarios. Our tools are designed to encourage client interaction and this allows us to perform “real-time” analysis in collaboration with our clients. If you like to be “hands-on” in your finances, we can even provide you direct access to your financial plan on-line to do real-time collaboration with us or you can work with your plan at your leisure and then review the results with us.

Another feature of our financial planning technology is data aggregation. This service allows us to view your assets at almost any financial institution in the country including assets at local banks, broker/dealers, your retirement plan, even the Procter & Gamble PST. As a client you also have on-line access to this service and can view all your assets and liabilities in one place.

Please visit our Client Resources section to learn more about our data aggregation and financial planning software for clients. Here you will find two user guides that will give you a sense for the capabilities that you can access. Please contact us for more information on the capabilities of these tools and how they can work for you.