Broker Check

Financial Counseling

Financial counseling includes working with a professional to help you manage life’s changes. Serving as your personal financial counselor, we take financial planning to the next level, not only helping to plan your finances and investments, but also working with you to make sure every decision you make is the best decision for you.

Client Centered

Our team works with you one-on-one to understand your needs, build a financial plan that fits your vision and goals, and deliver customized solutions to help grow your money wisely and effectively. And while we’ll do our best to educate you along the way, we encourage you to ask questions—even those that may be difficult for us to answer.

The result: a customized, flexible strategy that serves as the foundation for your lifelong financial plan.

Examples of Financial Planning

Your financial needs are unique, but we can give you some examples of what financial planning may include. Not everyone needs help in all of these areas, and we also provide additional services not listed here.

Wealth Management

Our wealth management services include buying and selling assets on your behalf, balancing your portfolio, evaluating the performance of your assets, and guiding you toward the best investment decisions, minimizing risk and maximizing returns.

Cash Flow Advice

Whether you’re running a business, trying to manage expenses while saving for retirement, or juggling your retirement income streams, we provide advice on managing your cash flow.

401(k) and 403(b) Management

Contributing to your 401(k) or 403(b) is a great way to save for retirement. We can help you maximize your contributions, minimize risk and taxes, and optimize your portfolio performance.

College Funding

With the right college savings plan, you can take advantage of today’s tuition rates without paying taxes on your investment earnings, as long as they’re used for qualified educational expenses. College savings plans can also cover the cost of education expenses for grades K-12.

Charitable Gifting

We can help you plan your charitable giving to reduce your tax burden while supporting the causes that are important to you. You can also use the gift tax exemption to distribute income to your loved ones.

Estate Planning & Estate Settlement

Our estate planning experts can help you ensure your wealth is divided according to your wishes. Estate planning also prevents lengthy probate times, making it easier for your heirs.

Real Estate & Mortgage Planning

Your home is one of your biggest assets, and we can help you fit it into your financial planning. Real estate investments may also be part of your financial plan. 

Tax Planning

Taxes are one of your biggest expenses, which is why it’s important to do whatever you can to legally reduce your tax burden. Our financial planning services include a tax strategy that maximizes your net income.

Wills & Trusts

We can help you with the financial aspects of planning a will or trust. We work closely with your legal advisors to help you find the best solution for your legacy planning. 

Frequently Asked Questions

If you want to reach your financial goals, having a plan in place is the first step. Whether you want to buy your dream home, travel the world, or retire early, you need money to accomplish these goals. A financial plan is there to help you prioritize and direct your money to prepare for your future.

A financial counselor can help you identify wealth-building opportunities you might otherwise miss. We can also assist you with managing your wealth, minimizing your taxes, and preparing you for the financial future you want. Working with our financial experts gives you someone to ask when you’re unsure of what to do.

You can’t build sustainable wealth overnight. But with the right investment plan in place, you can make significant progress toward your wealth-building goals. We’re here to help you identify the best investment vehicles for your situation to help you build the life you want.

Let’s Create a Financial Plan That Works for You

There’s no need to rely on guesses about your financial future. With our financial counselors by your side, you’ll know that you’re on the path to achieve your financial goals. We’ll create your financial plan that considers your needs and objectives and make adjustments as needed. Call us today to take control of your financial future.

Contact Us