Holistic Financial Planning

One of the first questions often asked is, “Do I have enough?” Regardless of whether the focus is retirement, paying for education, a new home, leaving a legacy, or all the above, we want to understand what “enough” means to you.

We start by building a picture of your current situation and future options. As our client, you receive an in-depth analysis of your financial information to see how all the pieces come together. These pieces may include social security, pensions, investment accounts, retirement savings, and life or long-term care insurance.

By weaving all of the pieces together, using sophisticated software and decades of experience, we start to test your questions about “enough” and demonstrate the benefits of other choices.