Fee-based Financial Planning
Personal Financial Planning
The combination of advanced planning software and real world planning experience gives you secure access to view and monitor your entire financial scenario in one place, where we can answer questions and model "what if" scenarios anytime via screen sharing or an in-person meeting. We utilize a process that has been refined over the past two decades, to prepare all written financial planning engagements according to the fiduciary standards of the Certified Financial Planner Board. You can learn more about the CFP® certification and board standards here.
We offer:
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Retirement income planning
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Estate planning
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Trust planning
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Tax planning
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Charitable planning
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Sudden wealth planning
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Divorce planning
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Career transition planning
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Risk management
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Business succession planning
Much like individual planning, the combination of advanced planning software and real world planning experience gives you secure access to view and monitor your company's entire financial scenario in one place, where we can answer questions and model "what if" scenarios anytime via screen sharing or in person meeting. We utilize a three meeting process we have refined over the past two decades, to prepare all written financial planning engagements according to the fiduciary standards of the Certified Financial Planner Board. You can learn more about the CFP® certification and board standards here.
We Offer:
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Retirement income planning for owners and employees
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Design and modeling of executive carve-out benefit programs
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Tax planning for the entity and / or owners
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Entity selection analysis - modeling corporate structure and taxation
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Business owned trust planning
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Entity risk management analysis and vendor selection
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Company benefit benchmarking
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Management of employee benefit RFPs
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ESOP (Employee Stock Ownership Plan) analysis
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Business succession planning (sale / gifting / ESOP / buy-sell transaction)
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Estate planning for owner(s)
