8817 East Bell Road
― Alan Lakein, author
Financial planning is not just about facts and figures. Financial planning marries the facts and figures with the hopes you have for the future and the confidence financially to make them a reality.
After initially meeting with our clients, we find most have several accounts scattered among several banks and financial firms. They have retirement accounts, like 401ks, left behind at previous employers and IRAs in different institutions without clear investment objectives to support their goals. Many have a will or trust, and the trust may or may not have been funded.
If this sounds like you, know that even the most sophisticated investors find themselves at a loss in how to take the advice of their CPA, attorney, insurance provider, benefits person and possibly their current advisor and make it all fit together in a meaningful fashion.
We aim to take on this task and create a clearly articulated, executable plan to provide advice for the present, the future and one day when work is optional, help you to retire like you mean it.
Anyone with dreams for the future can benefit from a financial plan. Whether that be saving for college, a sustainable retirement, or that dream vacation.
Once Upon a Goal