As a NAPFA fee-only financial planner we start with your goals in life. What is it that you would like to accomplish? Is it a comfortable retirement, getting your kids through college, or perhaps just just the peace of mind of knowing you have a plan to reach your financial goals?
Financial Planning is about identifying what you want in life and then building the financial architecture and investment strategies to make it all happen.
Prime Working Career: we can help you develop a comprehensive plan to cover all aspects of your financial life. A financial plan is your roadmap so that you know you are on track with retirement, insurance, college savings, company benefits, 401k, investment strategy and estate planning.
Pre-Retired: we can help you answer the question, "When can I Retire?", and counsel you on what steps you can take to to reach your goal along with lowering risk in your portfolio.
Retired: we can design a customized cashflow plan and investing strategy for you, and show you how to make sure your money lasts throughout your lifetime.
To learn more about developing your personal Financial Plan email us through the contact page link above or simply call for more information 678-566-3711.