Financial Planning
We offer clients fee based financial planning services that are customized to meet the unique needs of each individual client. Based on the client’s needs, the financial plan may encompass one or more of the objectives listed below:
Retirement Projections
College & FAFSA Planning
Tax Planning
Estate Planning
Investment Allocation Review
Insurance Analysis
Cash Flow Optimization
Roth Conversion Strategy
Our Financial Planners Maintain The Following Designation. . .
For our clients that live outside of the Capital Region, we use Zoom video conferencing and screen-sharing software to meet with our clients in a virtual setting. Our virtual clients are able to access the video conferencing feature via an easy-to-use app on their iPad, smartphone, laptop, or desktop computer.
Virtual Financial Planning Services
For clients that live outside of the Capital Region, we designed a virtual financial planning platform that provides our clients with:
Access to an experienced CFP®
Easy access to video conferencing
Meeting in the comfort of your own home or office
Fee based services
Contact Us . . . .
All of our services start with a complimentary consult. No high pressure sales tactics. We are financial planners, not salesmen. Schedule Yours Today.
