Personal Financial Planning

Services For Individuals



Building and preserving your personal wealth requires specialized attention. You get  one-on-one guidance and a comprehensive financial plan that helps manage risk,  improve performance, and ensure the growth and longevity of your wealth.



  • Save enough for a comfortable retirement ​by identifying your retirement  needs, analyzing your assets and sources of retirement income, reviewing  estimated shortfalls, and identifying the best ways to save for retirement  given your financial situation and risk tolerance.
  • Pay for your child’s college education​ by accurately estimating the amount of  money you’ll need, analyzing your assets, reviewing estimated shortfalls and  considering general alternatives and strategies to help address these potential  shortfalls, and developing an optimal savings plan given your financial  situation and risk tolerance.
  • Protect your family in case of you become disabled​ by ensuring you have  enough money in your emergency fund and analyzing your life, disability,  health, home, and auto insurance coverage. We also review your will and  various powers of attorney designed to take care of your affairs in the event  you are incapacitated and can’t manage them yourself.
  • Achieve your investment goals​ by identifying the steps needed to maximize  your investment returns as well as the steps needed to help minimize your risk  while building increased predictability of your investment returns.
  • Leave a legacy for your heirs​ by maximizing the value of your estate by  saving tax dollars, professional fees, and court costs. As well as minimizing the  costs of probate, creditors, lawyers, and estate taxes, which can negatively  impact the value of your estate. We also help you stay in control of your  affairs by providing a road map for passing your estate on to your heirs.