Asking a financial planner if you need a plan is a bit like asking a barber if you need a haircut.  We get that.  At the same time, we can tell you from working with clients over the years that those who plan almost always come out ahead of those who ‘wing it’.  Those who procrastinate tend to get caught off guard by life's curve balls and often pay the steep price of regret later.

Expert planning can provide value in these areas or when:

  1. Seeking financial independence
  2. Retiring early
  3. Tax planning strategy
  4. Getting married
  5. Having children
  6. College funding strategies 
  7. Timing Social Security
  8. Withdrawal strategy (IRA | ROTH | taxable accounts)
  9. Inheritance issues
  10. Aging parents (Elder Care)
  11. Pre and post-divorce
  12. High net worth (estate tax issues)
  13. Special needs children
  14. Specific legacy goals
  15. Commitment to Philanthropy
  16. Getting your finances organized

Get started today.  For a 50% discount on hourly planning fees, join the The Planning Club or automatically qualify for a 50% per hour discount and a number of included hours when you become an investment management client with a minimum account size of $1,000,000.

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