Financial Planning^**

We offer an objective approach to financial planning. Working closely with you and your other advisers, we can develop a customized plan to address any of the following: Estate Planning, Business Planning, Retirement Planning, Education Planning, Investment Planning, and Charitable Planning.

The solutions we recommend and the strategies you decide to implement will depend on your personal circumstances and objectives.

The scope and focus of each plan vary with our clients needs. Some clients require a comprehensive plan that addresses complex issues including accumulation planning (e.g. education funding), debt management (e.g. home mortgage); income protection, estate analysis, qualified plan distribution, and retirement planning. Others have simpler objectives such as repositioning assets or choosing a financial strategy.