Summary

Our goal is to help individuals and small businesses examine their immediate and long-term financial condition to appropriately use their savings, income, and make investments. Analyze financial conditions to determine risk, reward, and opportunity.

How this is accomplished

• Preparing financial and business related analysis and research.
• Drafting consolidated forecasts and budgets and analyze trends in revenue, expense, capital expenditures and other related areas.
• Developing financial review.
• Devising debt liquidation plans that include payoff priorities and timelines.
• Implementing financial planning recommendations.
• Determining clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Monitoring market trends.
• Making recommendations in areas such as areas as cash management, insurance coverage, and investment planning.
• Reviewing clients' accounts and plans regularly to determine life changes that would affect financial strategy.
• Meeting with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.

Financial Planning is offered through LPL Financial, a registered investment advisor.