A comprehensive personal financial plan should take into consideration a multitude of components including your current financial situation, your long- and short-term goals and objectives, your time horizon for investment, your risk tolerance and the number and nature of your dependents.
Taking all these components into consideration, we will recommend investment strategies that will help you meet not only your current lifestyle goals but also your retirement goals and any goals you may have to leave an estate for your loved ones or for the charity of your choice. We will recommend tax minimization strategies and provide assistance when it comes to home purchase or vacation property transfers to the next generation. We will help you select the insurance products that will create a safety net to preserve your family’s lifestyle, dreams and aspirations in the event of death, disability or illness.
Simply put, we will help you create a financial road map to get you to where you want to go.