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Comprehensive Financial Planning

What is Comprehensive Financial Planning?

Comprehensive Financial Planning means that we help you address all the aspects of your financial life.  It goes beyond simply investment management.  We discuss the ways savings, debt, retirement, college, taxes, affect your life.  

We are around not only to help you start toward a plan, but also to help you along the way.  You can call us when you:

  • Change jobs
  • Have a child
  • Want to buy or refinance a house
  • Want to buy a car
  • Have questions about an investment
  • ...or have any other issues, questions, or concerns


We address questions like:

  • How much should I put in my retirement plan?
  • How much life and disability insurance do I need?
  • When can I retire?
  • How much can I afford to spend?
  • How do I pay for my children's education?
  • How do I pay for my car/house/boat/vacation home?


Financial advice used to be about investments, but is now about your life.  We want to help you understand how your financial decisions impact your family's present and future.

We are always on call, and ready to help with your financial life.