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Personal Financial Planning
Personal financial planning is the process of developing and coordinating the implementation of a flexible plan to use an individual’s available financial resources to achieve specific financial goals. We work with clients to address a specific goal or develop a comprehensive plan covering various milestones throughout your lifetime. The following subjects are typically covered.
- Current budget and cash flow
- Net worth analysis
- Investment analysis
- Retirement Planning
- Education Funding
- Life Insurance Needs
- Estate Planning
- Disability and long term care insurance needs
The services of a certified financial planner (CFP) are available through our office.