Broker Check

Financial Planning

Financial planning is built on your goals for generational wealth along with an execution strategy to implement one step at a time.  While building for the future, it’s also critical to protect in the present; therefore, every financial plan should coordinate both wealth accumulation and risk management strategies to ensure that plans are realized regardless of life events.  For all financial plans, we will:

  • Identify your goals – what’s important to you; what’s not important; AND WHY?
  • Quantify Needs and Opportunities – Through GAP analysis, we will clarify the resources necessary to fully realize your goals and planning capital to create a long-term legacy
  • Solutions – Creative solutions tailored to your situation based on our understanding of YOU.
  • Implement – Plans not implemented result in dreams unrealized. We are committed to your goals and will provide the professional persistency required to ensure that you implement the strategies that you find most relevant and compelling
  • Manage – Just like an anchored boat will still drift, it’s important to ensure that your plan is monitored along the way. Also, most people look back and realize they were more successful than they expected and wish they had been pushed to think bigger and plan with more discipline. This is where we SHINE.   


  • Estate Planning
  • Education Planning
  • Retirement Funding Strategies
  • Charitable Giving Strategies
  • Budget and Cash Flow Review
  • Life, Disability, & Long-Term Care Insurance Review
  • Investment Portfolio Review
  • Mortgage & Equity Line Review / Amortization Schedules
  • Home, Auto, & Umbrella Insurance Review
  • Social Security Analysis
  • Student Loan Analysis
  • Generational Wealth Funding Strategies
  • Account Aggregation
  • Introductions to other professional service providers (CPAs, Attorneys, etc.)