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Financial Planning

We believe that successful long-term investment results can best be achieved by understanding our clients’ individual circumstances, investment objectives, risk profile and any constraints. We develop this understanding through our financial planning process.

More than just filling out a questionnaire, financial planning is a collaborative and dynamic process that helps clients think about topics such as retirement cash flow, tax strategy, education savings, charitable goals, estate matters, social security timing, debt financing and insurance options – and more. We advise families, typically over multiple generations, through the complexities surrounding longevity and wealth transfer. Our philosophy of collaborating as a team with our clients' accountants, attorneys, and other advisors have allowed us to develop considerable experience in identifying and managing critical financial issues. As life and financial markets change, our planning work adjusts accordingly.

Depending on a clients circumstance, our financial planning work can be relatively simple or for more complex matters, clients have access to our CFP® practitioners that have experience with sophisticated analytics and technology.