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Comprehensive financial planning is looking at the complete financial picture of your whole life. It includes services such as investment management, retirement planning, estate planning & philanthropy, risk management & insurance, cash flow budgeting, family services, tax management, and business consulting.

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Most people don’t realize that everyone has an “estate” no matter your level of wealth. Anything you own, your car, your house, your investment accounts, etc. are all part of your estate. As part of our comprehensive financial planning services, we look at powers of attorney, health care proxies, living trusts, guardianship for minor children, special needs children & trusts, charitable trusts, charitable gift funds, charitable giving goals & strategies, legacy planning, intra-family gifting, and more.

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Frequently Asked Questions

What does comprehensive financial planning include?

What does investment management include?

What types of retirement planning services do you offer?

What does estate planning & philanthropy include?

What type of insurance services do you offer?

What does “cash flow budgeting” mean?

What are “family services” in terms of financial planning?

Can you help me reduce my taxes?

What is “business consulting”?