Fee-Based Financial Planning

Financial planning provides direction to individuals to make complex financial decisions and helps clients understand the impact that decisions can have on other areas of their lives.

For many affluent and high-net worth clients, management of financial assets is only one part of their financial plan. There are a variety of needs and concerns, including legacy desires, charitable requests, and tax considerations. Business owners have their own set of concerns to contemplate, including insurance for business needs, employee benefits, and business succession.

The financial planning process can help both high net worth individuals and business owners manage these concerns so that they can focus on their goals and dreams. The scope and focus of each unique plan and the resulting recommendations will be based upon each client's specific needs. The strategies you select and implement will depend on your personal circumstances and objectives.

The scope and focus of each financial plan should vary based on your needs. The following planning concepts can be addressed:

  • Net Worth Analysis
  • Cash Flow Analysis
  • Executive Benefits
  • Investment Planning
  • Estate Planning
  • Business Planning
  • Charitable Planning
  • Education Planning
  • Risk Management
    • - Life Insurance Planning
    • - Disability Insurance Planning
    • - Long Term Care Planning
    • - Property & Casualty Insurance Planning
    • - Professional Liability Insurance Planning
    • - Health Insurance Planning
  • Other Goal Planning