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Personal Financial Planning

Creating Financial Freedom!

Building and preserving your personal wealth requires personalized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, potentially improve performance, and focuses on potential growth and the longevity of your wealth.

We help you...

  • Save for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the prudent ways to save for retirement given your financial situation and risk tolerance.

  • Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an effective savings plan given your financial situation and risk tolerance.

  • Protect your family in case of you become disabled by helping you plan to hae enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage.

  • Pursue your investment goals by identifying the steps needed to help increase your investment returns as well as the steps needed to help reduce your risk while monitoring of your investment returns.

  • Leave a legacy for your heirs by potentially maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as helping to minimize the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a free consultation below.

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Find comfort in knowing an expert in accounting is only an email or phone-call away. (775) 786-2213

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