The Planning Process

It's no secret that financial planning can be complicated. Organization is key to making the process as easy as possible. You can simplify the process by enlisting the help of a financial planner.

Assess your financial planning need. Our questionnaire can help you decide how comfortable you can be with your current financial situation and level of financial planning. Select a planner and define the scope of the services you want provided. Preparation - set the foundation for developing a financial plan via meetings with your financial planner.

Create and implement your plan.

  • Analyze your current financial situation, determine goals and define expectations.

  • Identify your needs – financial and otherwise. Set priorities so you will be able to develop financial goals that will meet your needs at the appropriate times in your life.

  • Let your financial planner draft a written plan to address your specific needs. Be sure you are comfortable with the plan. It's YOUR plan.

  • Implement the plan. Decide what you want to implement and when.


Periodically review your plan. Try to anticipate the need for change and review your plan often. Make adjustments when your goals are not being met by investment performance or life situations dictate that change is necessary.

Investment Planning
Retirement Planning
Education Planning
Insurance Analysis
Estate Planning
Business Planning

Planning for your financial future may seem complicated in today's world. A broad knowledge of everything, from complex investment products to elaborate tax laws, is required.

We can help. With our experience, knowledge and resources, we can help you navigate changing tax laws, volatile financial markets, inflation and evolving personal or business circumstances. We're here to help you find solutions to achieve your financial goals.

Throughout the financial planning process, we never lose sight of one essential element - personal service. We provide the best of both worlds: the resources of a large company and the personal attention you need to establish a plan for your financial future. When you partner with us, you work with a team of professionals in investment and retirement planning, education funding, insurance protection and estate and business planning.