How we help

Financial Planning

Whether you’re a single professional or a multi-income household, the same rule applies–having a financial plan is essential to help not only reaching both your short- and long-term goals, but also for navigating life’s unexpected surprises and challenges.

When building your financial plan, there is a concentrated focus on the Four Cornerstones of Financial Planning – Cash Management, Investments, Protection, and Tax & Estate Strategies. You are provided with financial education in these areas so you can better understand your financial ecosystem and make more informed financial decisions.

Fee

The fee for financial planning services is $3,000 per year. This is an annual fee that includes building your financial plan and providing quarterly reviews to monitor and update your plan. After one year, you have the option of renewing our financial planning relationship.

Financial planning services are provided without the obligation of managing your money or implementing insurance products.

Retirement Planning

Our specialty is helping you prepare for retirement. When it comes to retirement, you may have many concerns such as how much money you will need, when to take social security, how to pay for healthcare expenses, and many more. We will address all these factors and help you build a plan for retirement so you can enjoy the retirement you have dreamed of.

Wealth Management Services

We can help you with asset or wealth management strategies, depending on your goals, objectives, risk tolerance, and time horizon. We partner with many professional investment managers and help ensure you are well positioned for current market conditions.

Insurance Planning Services

We can help you acquire the insurance policies you need to protect your investments, savings, and income. From life insurance and disability income insurance to long-term care insurance, we can implement products from Prudential and many other insurance carriers into your financial planning strategy*. As part of our financial planning process, we will evaluate all your insurance products to make sure that you’re covered by the right product and for the right amount of insurance.

*You have a choice to implement the recommendations in your financial plan on your own, with your Financial Planner or through another financial services professional. If you choose to implement your plan with your Financial Planner, he or she may sell other services and products to you in his or her capacities as (i) an investment adviser representative (“Advisory Representative”), (ii) registered representative of Pruco Securities, LLC, and/or (iii) a licensed insurance agent of Prudential (collectively “Prudential Representative”.)