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Financial Planning

Financial planning is at the very core of the life planning services we provide to individuals and families seeking to build, preserve and manage wealth over time. Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan designed to work toward multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.

We believe that a comprehensive financial plan can not only help to identify gaps and opportunities along the path to pursuing your financial goals, but provide you with a basis for making clear and confident decisions across all aspects of your life and finances.

eMoney 24/7 access to information and account activity
We provide a secure, customized website that allows you and designated family members to see a complete real-time snapshot of every financial balance you have across financial accounts and institutions. With your permission, the site can be accessed by your other trusted advisors, including attorneys and CPAs.

eMoney provides a complete aggregation of balances from your checking, savings and investment accounts; credit card providers and mortgage holders, providing you with an accurate, daily net worth statement that dynamically overlays your financial plan, enabling you to see if you are on track every step of the way.

Watch our video to learn more

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