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Financial & Retirement Planning

Our financial planning is geared towards finding ways to free up cash flow to increase savings.  In general, we use financial planning as a blueprint on HOW we are going to achieve your financial goals such as which asset to select.  Retirement Planning is frequently a by-product of the financial planning process since retirement is usually selected as a financial goal.  Integrated tax planning is part of the process so that taxes can be minimized before and after retirement.  In addition, savings optimization used when selecting taxable & qualified retirement accounts to consider tax implications today and in the future.

For business owner we coordinate your personal plan with your business plan so they are consistent and in sync so financial decisions can be made seamlessly.