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Trailhead Planners

Financial Planning

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We believe the cornerstone of financial progress is a comprehensive financial plan. Here's what that entails.

Goal Setting
Understanding what is important to you is essential when structuring your finances. We work through exercises with you to identify and create plans to achieve your goals.

Coordinated Investment Advice
We will provide you with the objective, unbiased investment recommendations that are based on your personal needs so that you can make the best investment decisions. Click here to learn more about our investment approach.

Skillful Tax Planning
Taxes are at the core of financial planning. We review all potential tax consequences that can impact your financial security throughout the year. Click here to learn more about our tax planning services.

Worry-free Retirement Planning
Retirement is about money; but it’s more about personal fulfillment and enjoyment. We will help you create a plan to make the most of your retirement years.

Risk Management – Are You Over/Under Insured
Insurance. There are multiple options for any type of situation and the task of deciding what to choose can be daunting. We will discuss these issues in detail and help you spend your insurance dollars wisely.

Lifestyle Spending Review
We’ll help you understand the difference between good and bad debt, make sure you have enough set aside for emergencies and special opportunities, and, if needed, help you gain control over your spending.

Proactive Estate Planning
Estate planning goes well beyond making a will. We will evaluate with you the pertinent estate issues that impact your life and consider choices that you can then implement with your attorney.

Open-Door Policy
Financial planning is a process, not an event and we are here for you when you need us. Our open-retainer approach accommodates regular ongoing reviews of key financial areas, with access, or an open-door, to the advisor when needed.

Interested in learning more? Setup a free introductory phone call:

Schedule a Free Intro Call

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