Financial Planning is the long-term process of efficiently managing your finances so you can achieve your life’s goals and dreams. This process also includes negotiating financial hurdles that arise in the various stages of life. Financial Planning is a process, not a product. Your current financial position is a key factor in your Financial Plan. [...]

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An integral part of formulating a sound Financial Plan for you includes capturing an accurate look at your tax situation for further Tax Planning. We believe in tax reduction planning where applicable. As part of our regular meetings we will address taxation and give advice or refer such taxation issues to tax professionals. Our goal [...]

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Retirement Planning should begin in your 20’s.  As many academic studies have shown, the earlier you start the more likely you are to achieve your goals. Once a person reaches their 50’s and 60’s, they need to start planning on managing their assets to optimize their cash flow needs in retirement. The worst place in [...]

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