Life Plan Map
This is a comprehensive approach in providing advice to enable you to turn your goals and dreams into reality. We try to be proactive in anticipating life transitions and we develop specific recommendations in each area. Financial planning is a process and not an event. We partner with our clients to help them turn their dreams into reality.
Cash Flow Analysis
Cash flow analysis is a method of checking your financial health. Our analysis will determine the cycle of cash inflows and outflows and identify potential opportunities. for enhancing your income, saving more, and long term implications of not saving enough money.
The strategies used to accumulate wealth are vastly different from those used to distribute wealth. For retirees or soon-to-be retirees, we evaluate multiple scenarios including decisions such as when to take social security or whether to take a pension or how to minimize taxes in retirement. You’ve worked hard to accumulate a nest egg, now let us help you provide an income that can last the rest of your life.
Goals are reached not only by accumulating wealth but by insuring their completion even if things don’t go as planned. Managing risk involves a good defensive plan’ Our risk management evaluation helps in the identification, assessment, and prioritization of risk, and is followed by the analysis of whether to assume the risk or transfer the risk to another party and how to structure assets to better protect from such risks.
*Diversification does not protect against loss of principal.
There are no assurances or guarantees that the strategies, plans, products discussed would result in investment success or guarantees. You can lose principal.