Financial advisory provides financial advice and guidance on financial related issues, such as insurance needs, investment management, income tax preparation and estate planning.
Concerned about your insurance, but not sure how much coverage is adequate? Have an investment you just don’t know if you should go for it? Not sure whether your expenses is entitle for income tax deduction? Want to pass the assets to your family and don’t know where to start?
This two-hour consultation may be just what you need. It is ideal for those that don’t want the conflicts in commission based planning and do not want the expense of a complete written plan. Your planning session is with a Certified Financial Planner professional. You’ll have 2 hours to focus on your unique situation and identify the probability of reaching your goals.
We assess your financial needs and help you with investments (such as stocks and bonds), tax laws, and insurance decisions. We help you plan for short-term and long-term goals, such as education expenses and retirement. We recommend investments to match your goals.
What to expect
Financial management is an ongoing process. We keep good records and recalculate your net worth annually. This will help you for tax purposes, and show you how your investments are doing over time. Once you take that first step of getting started, you will be better able to manage your money to pay for today’s needs and pursue tomorrow’s goals.
After your session, you’ll have a clear picture of your financial situation and a framework for moving forward. You will receive a printed report for you to keep for references.