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Retirement Services

Our Financial Planning Process

Putting the Pieces Together

As our financial responsibilities grow, most of us find it hard to keep the whole picture in view. Like a jigsaw puzzle, the more pieces you have the harder it is to be sure where you're headed. From taxes to investments to insurance, you may currently have several advisors whom you consult on fragmented areas of your financial life.

Through Personal Financial Planning we help bring all the pieces together in one comprehensive plan suited to your individual situation. And what's more, we seek to put the "Personal " back in financial planning by accounting for your goals, your needs, your overall financial situation.

How help we make the Complex Simple
By completing our strictly confidential questionnaire, you supply us with the details of your personal financial resources, assets and liabilities. We analyze this information and provide you with specifics of your financial position and your ability to meet your goals. We then recommend the strategies you should employ to help meet these goals. A completed picture you can live with.

The Right Plan for You
We believe the Personal Financial Planning is just what you've been looking for: strives to be unbiased, thorough, and clear. And best of all, since your financial information generates the plan, the plan is truly yours.

A Continuing Process

Because your financial situation or your goals are likely to change periodically, financial planning should be a continuing process. We can help you keep your financial strategy up to date with a new plan as often as you need one, and by advising you regularly on your implementation program needs.

Take the Next Step

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.
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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn More

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. There is no guarantee that a diversified portfolio will perform better than a non-diversified portfolio in any given market. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected]   |  908-782-7200