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Timely Planning

Financial planning requires a commitment of time—both yours and ours.

It is essential that we understand your current personal and financial circumstances and your goals for the future, in order to provide the most comprehensive, and accurate plan to meet your specific needs. While you are under no obligation to execute your customized plan with us, we hope you will feel that it addresses your financial objectives and that our recommendations will help you achieve your goals. Ultimately, it is our hope that we can work together to ensure those goals become your reality.

We are compensated for our time and expertise in designing and creating your plan through the commission or account-based advisory fees we receive from the implemented products and services outlined in your plan’s recommendations. In the end, we are paid to work with you to make sure your financial needs and goals are met with care, expertise, and an understanding of your unique circumstances and individual goals. 

Financial planning done properly is time-intensive. 

Regardless of the complexity of financial issues you face, proper timing is critical. 

Changes in the financial marketplace, whether caused by government policies, interest rates, natural disasters, terrorism, or economic reports, all affect the recommendations that we make to help you reach your goals. We monitor these items and create your customized plan, weighing these factors alongside your tolerance for financial risk. Changes and uncertainties in your personal life, considering health, unforeseen accidents, family changes, or the death of a loved one, can also alter your future goals, and our suggestions on how to plan for them.

This is why we place particular importance on timely recommendations and plan execution for all of our clients.

Please note that you can implement your financial plan at the financial institution of your choice.  Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.